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 | $122,842 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,672 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,943 | $52,188+37.9% | $86,656-17.0% | $74,473-3.4% |
| Participation rate | 95.7% | 66.3%+29.4pp | 71.7%+24.0pp | 70.7%+25.0pp |
| Annual return | 16.79% | 44.46%-27.7pp | 593.09%-576.3pp | 34.36%-17.6pp |
| Employer contribution / active EE | $1,977 | $2,282-13.4% | $3,025-34.7% | $2,638-25.1% |
| Participant deferral / active EE | $5,792 | $3,383+71.2% | $4,439+30.5% | $4,530+27.9% |
| Admin fee / account holder | $117 | $319-63.4% | $5,619-97.9% | $347-66.4% |