Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,727 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,401 |
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 | $50,405 | $46,332+8.8% | $143,797-64.9% | $64,824-22.2% |
| Participation rate | 96.7% | 64.2%+32.4pp | 80.3%+16.4pp | 71.5%+25.2pp |
| Annual return | -16.85% | -10.05%-6.8pp | -0.04%-16.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $2,601 | $1,911+36.1% | $4,952-47.5% | $2,507+3.8% |
| Participant deferral / active EE | $4,878 | $2,647+84.2% | $5,638-13.5% | $4,311+13.1% |
| Admin fee / account holder | $53 | $154-65.9% | $14,679-99.6% | $188-72.0% |