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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,657 |
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 | $42,483 | $45,000-5.6% | $143,788-70.5% | $77,906-45.5% |
| Participation rate | 98.0% | 66.8%+31.2pp | 80.3%+17.7pp | 73.7%+24.3pp |
| Annual return | -16.55% | 29.03%-45.6pp | -0.03%-16.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,778 | $1,870-4.9% | $4,952-64.1% | $2,846-37.5% |
| Participant deferral / active EE | $3,469 | $3,157+9.9% | $5,638-38.5% | $4,805-27.8% |
| Admin fee / account holder | $17 | $98-83.0% | $14,675-99.9% | $133-87.4% |