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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,844 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $101,499-45.8% | $147,005-62.6% | $74,546-26.2% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 17.86% | 8732.34%-8714.5pp | 418.76%-400.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $1,041 | $3,811-72.7% | $4,934-78.9% | $2,624-60.3% |
| Participant deferral / active EE | $15,805 | $7,304+116.4% | $8,070+95.9% | $4,347+263.6% |
| Admin fee / account holder | $186 | $1,748-89.3% | $13,006-98.6% | $1,944-90.4% |