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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,369 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,888 | $95,417+34.0% | $135,974-5.9% | $74,460+71.8% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.0pp |
| Annual return | 23.64% | 32.76%-9.1pp | 68.30%-44.7pp | 34.38%-10.7pp |
| Employer contribution / active EE | $11,822 | $3,878+204.9% | $4,859+143.3% | $2,638+348.1% |
| Participant deferral / active EE | $14,214 | $7,789+82.5% | $7,760+83.2% | $4,530+213.8% |
| Admin fee / account holder | $42 | $266-84.2% | $10,767-99.6% | $348-87.9% |