| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,427 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,222 |
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 | $61,178 | $32,913+85.9% | $80,004-23.5% | $59,188+3.4% |
| Participation rate | 94.2% | 56.9%+37.3pp | 73.0%+21.1pp | 69.4%+24.7pp |
| Annual return | 0.80% | 1.16%-0.4pp | 7.63%-6.8pp | 5.51%-4.7pp |
| Employer contribution / active EE | $978 | $789+24.0% | $2,473-60.4% | $2,098-53.4% |
| Participant deferral / active EE | $5,688 | $1,686+237.3% | $3,204+77.6% | $3,265+74.2% |
| Admin fee / account holder | $20 | $40-51.0% | $5,033-99.6% | $92-78.7% |