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 | $367,421 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,092 | $50,169+25.8% | $149,740-57.9% | $80,187-21.3% |
| Participation rate | 85.1% | 64.3%+20.9pp | 78.8%+6.4pp | 72.9%+12.2pp |
| Annual return | 107.43% | 29.82%+77.6pp | 134.51%-27.1pp | 40.40%+67.0pp |
| Employer contribution / active EE | $2,599 | $1,869+39.0% | $4,821-46.1% | $2,980-12.8% |
| Participant deferral / active EE | $3,454 | $3,194+8.1% | $5,683-39.2% | $5,016-31.1% |
| Admin fee / account holder | $104 | $153-32.0% | $13,222-99.2% | $145-28.3% |