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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,833 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,340 | $65,960+24.8% | $81,882+0.6% | $77,762+5.9% |
| Participation rate | 75.8% | 65.8%+10.0pp | 72.4%+3.4pp | 70.6%+5.2pp |
| Annual return | 53.43% | 26.64%+26.8pp | 779.47%-726.0pp | 31.27%+22.2pp |
| Employer contribution / active EE | $2,931 | $2,375+23.4% | $2,916+0.5% | $2,728+7.5% |
| Participant deferral / active EE | $13,138 | $3,505+274.8% | $4,323+203.9% | $4,651+182.5% |
| Admin fee / account holder | $272 | $526-48.3% | $7,360-96.3% | $433-37.1% |