Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,664 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,402 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,935 | $106,247-21.9% | $147,096-43.6% | $77,714+6.7% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 17.04% | 56.87%-39.8pp | 419.75%-402.7pp | 31.26%-14.2pp |
| Employer contribution / active EE | $7,907 | $4,069+94.3% | $4,936+60.2% | $2,727+190.0% |
| Participant deferral / active EE | $15,515 | $7,996+94.0% | $8,071+92.2% | $4,649+233.7% |
| Admin fee / account holder | $141 | $338-58.5% | $13,005-98.9% | $433-67.6% |