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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,964 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,698 | $79,045+2.1% | $100,378-19.6% | $74,429+8.4% |
| Participation rate | 97.4% | 79.4%+17.9pp | 81.5%+15.9pp | 67.2%+30.2pp |
| Annual return | 25.84% | 20.61%+5.2pp | 49.41%-23.6pp | 1368.38%-1342.5pp |
| Employer contribution / active EE | $3,685 | $3,015+22.2% | $3,942-6.5% | $2,625+40.4% |
| Participant deferral / active EE | $10,589 | $7,751+36.6% | $8,087+30.9% | $4,348+143.5% |
| Admin fee / account holder | $90 | $1,335-93.3% | $7,899-98.9% | $1,944-95.4% |