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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,606 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,178 | $101,591-34.9% | $147,096-55.0% | $74,429-11.1% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.5pp | 67.2%+28.4pp |
| Annual return | 14.79% | 8746.45%-8731.7pp | 419.75%-405.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $4,955 | $3,813+30.0% | $4,936+0.4% | $2,625+88.8% |
| Participant deferral / active EE | $10,079 | $7,302+38.0% | $8,071+24.9% | $4,348+131.8% |
| Admin fee / account holder | $164 | $1,750-90.6% | $13,005-98.7% | $1,944-91.5% |