Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,397 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,433 |
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 | $140,770 | $144,879-2.8% | $111,319+26.5% | $93,010+51.3% |
| Participation rate | 97.8% | 86.1%+11.6pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 14.02% | 18.11%-4.1pp | 54.68%-40.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $5,764 | $3,052+88.9% | $2,732+111.0% | $2,705+113.1% |
| Participant deferral / active EE | $8,279 | $5,576+48.5% | $4,488+84.5% | $4,561+81.5% |
| Admin fee / account holder | $113 | $104+9.2% | $7,966-98.6% | $152-25.4% |