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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 | $101,499+50.9% | $147,005+4.2% | $74,546+105.4% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 18.59% | 8732.34%-8713.8pp | 418.76%-400.2pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $5,022 | $3,811+31.8% | $4,934+1.8% | $2,624+91.4% |
| Participant deferral / active EE | $12,499 | $7,304+71.1% | $8,070+54.9% | $4,347+187.5% |
| Admin fee / account holder | $248 | $1,748-85.8% | $13,006-98.1% | $1,944-87.2% |