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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,056 |
Filed as: STRATEGIC RETIREMENT PLAN Service code 27 · EIN 81-2204426 | Advisory (Plan) | $95,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,038 | $45,022-24.4% | $85,240-60.1% | $200,096-83.0% |
| Participation rate | 53.9% | 45.8%+8.1pp | 67.5%-13.6pp | 72.0%-18.1pp |
| Annual return | 18.14% | 21.00%-2.9pp | 66.75%-48.6pp | 34.26%-16.1pp |
| Employer contribution / active EE | $4 | $1,374-99.7% | $2,735-99.9% | $3,038-99.9% |
| Participant deferral / active EE | $4,446 | $2,682+65.8% | $4,527-1.8% | $5,090-12.6% |
| Admin fee / account holder | $68 | $585-88.4% | $6,165-98.9% | $269-74.7% |