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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,674 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,217 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,784 | $52,188+18.4% | $86,640-28.7% | $74,460-17.0% |
| Participation rate | 70.5% | 66.3%+4.1pp | 71.7%-1.3pp | 70.7%-0.3pp |
| Annual return | 36.05% | 44.46%-8.4pp | 592.52%-556.5pp | 34.38%+1.7pp |
| Employer contribution / active EE | $3,055 | $2,282+33.9% | $3,024+1.0% | $2,638+15.8% |
| Participant deferral / active EE | $10,963 | $3,383+224.1% | $4,438+147.0% | $4,530+142.0% |
| Admin fee / account holder | $243 | $319-23.8% | $5,616-95.7% | $348-30.2% |