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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,709 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,131 | $130,294-6.3% | $170,043-28.2% | $71,511+70.8% |
| Participation rate | 97.3% | 86.2%+11.1pp | 87.0%+10.3pp | 67.9%+29.3pp |
| Annual return | 21.80% | 20.36%+1.4pp | 53.40%-31.6pp | 28.86%-7.1pp |
| Employer contribution / active EE | $5,995 | $4,385+36.7% | $6,790-11.7% | $2,589+131.5% |
| Participant deferral / active EE | $13,511 | $6,928+95.0% | $10,410+29.8% | $4,291+214.9% |
| Admin fee / account holder | $128 | $966-86.7% | $12,824-99.0% | $1,588-91.9% |