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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,307 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,148 | $101,591+50.8% | $147,096+4.1% | $74,429+105.8% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 18.59% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $5,022 | $3,813+31.7% | $4,936+1.7% | $2,625+91.3% |
| Participant deferral / active EE | $12,499 | $7,302+71.2% | $8,071+54.9% | $4,348+187.4% |
| Admin fee / account holder | $248 | $1,750-85.8% | $13,005-98.1% | $1,944-87.2% |