Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,394 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,676 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,828 | $57,096-16.2% | $94,229-49.2% | $55,191-13.3% |
| Participation rate | 92.8% | 75.7%+17.2pp | 78.8%+14.1pp | 69.2%+23.7pp |
| Annual return | 0.85% | 159.65%-158.8pp | 10.68%-9.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,454 | $1,708+43.7% | $3,587-31.6% | $1,899+29.3% |
| Participant deferral / active EE | $6,252 | $3,165+97.5% | $4,320+44.7% | $3,046+105.2% |
| Admin fee / account holder | $29 | $89-67.2% | $6,269-99.5% | $91-67.8% |