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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,279 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,471 | $102,385+122.2% | $147,080+54.7% | $80,935+181.1% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 16.29% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $7,243 | $3,717+94.9% | $4,933+46.8% | $2,757+162.7% |
| Participant deferral / active EE | $20,260 | $6,651+204.6% | $8,066+151.2% | $4,299+371.2% |
| Admin fee / account holder | $241 | $7,951-97.0% | $12,989-98.1% | $6,924-96.5% |