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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,719 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,526 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,274 | $61,473+50.1% | $81,726+12.9% | $73,412+25.7% |
| Participation rate | 92.7% | 72.4%+20.3pp | 72.0%+20.7pp | 72.2%+20.5pp |
| Annual return | 18.91% | 28.26%-9.3pp | 29.49%-10.6pp | 59.30%-40.4pp |
| Employer contribution / active EE | $2,656 | $1,898+40.0% | $4,311-38.4% | $2,234+18.9% |
| Participant deferral / active EE | $4,759 | $3,080+54.5% | $7,108-33.1% | $3,806+25.0% |
| Admin fee / account holder | $49 | $125-60.9% | $5,160-99.0% | $158-68.9% |