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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,498 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,404 |
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 | $24,691 | $51,288-51.9% | $81,982-69.9% | $73,412-66.4% |
| Participation rate | 75.0% | 64.0%+11.0pp | 69.3%+5.7pp | 72.2%+2.8pp |
| Annual return | 20.33% | 29.48%-9.1pp | 41.31%-21.0pp | 59.30%-39.0pp |
| Employer contribution / active EE | $693 | $1,487-53.4% | $2,498-72.3% | $2,234-69.0% |
| Participant deferral / active EE | $2,580 | $2,715-5.0% | $3,722-30.7% | $3,806-32.2% |
| Admin fee / account holder | $65 | $125-47.9% | $5,665-98.8% | $158-58.6% |