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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $235,129 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,911 | $78,781+31.9% | $100,540+3.4% | $73,415+41.5% |
| Participation rate | 96.1% | 80.0%+16.1pp | 79.4%+16.7pp | 72.2%+24.0pp |
| Annual return | 18.01% | 31.69%-13.7pp | 30.90%-12.9pp | 59.30%-41.3pp |
| Employer contribution / active EE | $4,635 | $2,420+91.6% | $3,419+35.6% | $2,234+107.5% |
| Participant deferral / active EE | $16,731 | $6,537+155.9% | $6,272+166.8% | $3,806+339.6% |
| Admin fee / account holder | $133 | $145-8.8% | $8,082-98.4% | $158-16.1% |