Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,001 |
Filed as: KESTRA FINANCIAL, INC. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,500 |
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 | $86,237 | $82,979+3.9% | $102,383-15.8% | $77,714+11.0% |
| Participation rate | 78.8% | 71.5%+7.3pp | 74.5%+4.3pp | 70.6%+8.2pp |
| Annual return | 18.87% | 19.11%-0.2pp | 24.94%-6.1pp | 31.26%-12.4pp |
| Employer contribution / active EE | $4,168 | $3,554+17.3% | $3,870+7.7% | $2,727+52.9% |
| Participant deferral / active EE | $9,498 | $4,109+131.2% | $5,060+87.7% | $4,649+104.3% |
| Admin fee / account holder | $131 | $639-79.6% | $8,391-98.4% | $433-69.9% |