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 | $161,649 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,715 |
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 | $51,032 | $114,195-55.3% | $106,554-52.1% | $93,010-45.1% |
| Participation rate | 99.3% | 86.4%+12.9pp | 76.1%+23.2pp | 73.9%+25.4pp |
| Annual return | 0.00% | 22.18%-22.2pp | 26.80%-26.8pp | 158.70%-158.7pp |
| Employer contribution / active EE | $7,796 | $4,009+94.5% | $2,819+176.5% | $2,705+188.2% |
| Participant deferral / active EE | $8,915 | $5,908+50.9% | $4,398+102.7% | $4,561+95.5% |
| Admin fee / account holder | $59 | $105-43.6% | $7,408-99.2% | $152-61.1% |