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 | $101,499-34.2% | $147,005-54.6% | $74,546-10.4% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.5pp |
| Annual return | 16.73% | 8732.34%-8715.6pp | 418.76%-402.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $5,677 | $3,811+49.0% | $4,934+15.0% | $2,624+116.3% |
| Participant deferral / active EE | $17,085 | $7,304+133.9% | $8,070+111.7% | $4,347+293.0% |
| Admin fee / account holder | $157 | $1,748-91.0% | $13,006-98.8% | $1,944-91.9% |