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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,310 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,320 | $67,512-12.1% | $185,851-68.1% | $93,010-36.2% |
| Participation rate | 98.5% | 67.1%+31.4pp | 81.7%+16.8pp | 73.9%+24.6pp |
| Annual return | 14.44% | 21.04%-6.6pp | 122.11%-107.7pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,927 | $1,783+8.1% | $5,168-62.7% | $2,705-28.8% |
| Participant deferral / active EE | $3,704 | $3,035+22.0% | $5,569-33.5% | $4,561-18.8% |
| Admin fee / account holder | $104 | $318-67.1% | $16,245-99.4% | $152-31.2% |