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 | $14,087 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,506 |
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 | $140,544 | $106,864+31.5% | $147,318-4.6% | $82,637+70.1% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 29.75% | 27.49%+2.3pp | 70.43%-40.7pp | 53.51%-23.8pp |
| Employer contribution / active EE | $5,780 | $3,417+69.2% | $4,593+25.9% | $2,552+126.5% |
| Participant deferral / active EE | $22,611 | $6,496+248.1% | $7,906+186.0% | $4,126+448.0% |
| Admin fee / account holder | $212 | $8,415-97.5% | $13,708-98.5% | $7,339-97.1% |