Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,582 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,785 | $101,591-34.3% | $147,096-54.6% | $74,429-10.3% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.5pp |
| Annual return | 16.73% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $5,677 | $3,813+48.9% | $4,936+15.0% | $2,625+116.3% |
| Participant deferral / active EE | $17,085 | $7,302+134.0% | $8,071+111.7% | $4,348+292.9% |
| Admin fee / account holder | $157 | $1,750-91.0% | $13,005-98.8% | $1,944-91.9% |