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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,066 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,244 | $79,181+136.5% | $102,423+82.8% | $74,429+151.6% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 16.21% | 54.97%-38.8pp | 29.42%-13.2pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $4,933 | $2,362+108.9% | $3,023+63.2% | $2,625+87.9% |
| Participant deferral / active EE | $9,361 | $4,416+112.0% | $5,054+85.2% | $4,348+115.3% |
| Admin fee / account holder | $224 | $2,002-88.8% | $9,455-97.6% | $1,944-88.5% |