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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,298 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,205 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,549 | $66,528+48.1% | $86,615+13.8% | $86,821+13.5% |
| Participation rate | 92.5% | 72.4%+20.1pp | 71.6%+20.8pp | 72.3%+20.2pp |
| Annual return | 14.08% | 19.56%-5.5pp | 63.51%-49.4pp | 97.94%-83.9pp |
| Employer contribution / active EE | $2,720 | $2,007+35.5% | $2,496+9.0% | $2,406+13.0% |
| Participant deferral / active EE | $4,971 | $3,240+53.4% | $3,699+34.4% | $4,132+20.3% |
| Admin fee / account holder | $42 | $148-71.5% | $5,830-99.3% | $170-75.1% |