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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 | $79,223+136.4% | $102,460+82.7% | $74,478+151.4% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 16.21% | 54.98%-38.8pp | 29.47%-13.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $4,933 | $2,363+108.8% | $3,025+63.1% | $2,626+87.8% |
| Participant deferral / active EE | $9,361 | $4,417+111.9% | $5,056+85.1% | $4,350+115.2% |
| Admin fee / account holder | $224 | $2,003-88.8% | $9,460-97.6% | $1,946-88.5% |