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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,834 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,807 | $102,661-2.8% | $151,639-34.2% | $66,938+49.1% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -15.41% | -10.81%-4.6pp | 3.34%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $6,315 | $4,184+50.9% | $6,165+2.4% | $2,545+148.1% |
| Participant deferral / active EE | $13,160 | $6,645+98.0% | $8,363+57.3% | $4,238+210.5% |
| Admin fee / account holder | $176 | $630-72.1% | $11,613-98.5% | $594-70.4% |