| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,319 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,337 |
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 | $61,944 | $35,600+74.0% | $87,502-29.2% | $63,975-3.2% |
| Participation rate | 86.7% | 56.1%+30.6pp | 73.8%+12.9pp | 71.1%+15.6pp |
| Annual return | 13.93% | 17.86%-3.9pp | 12.21%+1.7pp | 48.65%-34.7pp |
| Employer contribution / active EE | $848 | $854-0.6% | $2,550-66.7% | $2,182-61.1% |
| Participant deferral / active EE | $4,905 | $1,660+195.5% | $3,149+55.8% | $3,356+46.1% |
| Admin fee / account holder | $21 | $51-57.9% | $4,221-99.5% | $70-69.6% |