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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,653 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,103 |
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 | $33,071 | $49,763-33.5% | $70,565-53.1% | $74,473-55.6% |
| Participation rate | 79.7% | 64.6%+15.1pp | 68.4%+11.4pp | 70.7%+9.0pp |
| Annual return | 19.18% | 21.21%-2.0pp | 32.79%-13.6pp | 34.36%-15.2pp |
| Employer contribution / active EE | $726 | $1,776-59.1% | $2,976-75.6% | $2,638-72.5% |
| Participant deferral / active EE | $3,614 | $3,379+7.0% | $4,568-20.9% | $4,530-20.2% |
| Admin fee / account holder | $90 | $316-71.7% | $6,430-98.6% | $347-74.2% |