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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,218 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,069 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,643 | $79,523+79.4% | $140,019+1.9% | $56,289+153.4% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.5pp |
| Annual return | -5.66% | 2.39%-8.0pp | 651.17%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $7,123 | $3,350+112.6% | $5,605+27.1% | $2,111+237.4% |
| Participant deferral / active EE | $5,654 | $5,129+10.2% | $6,927-18.4% | $3,350+68.8% |
| Admin fee / account holder | $190 | $614-69.1% | $10,705-98.2% | $521-63.6% |