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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,892 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,042 | $91,439-44.2% | $135,974-62.5% | $71,511-28.6% |
| Participation rate | 96.9% | 75.7%+21.3pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 20.49% | 29.90%-9.4pp | 68.30%-47.8pp | 28.86%-8.4pp |
| Employer contribution / active EE | $4,833 | $3,705+30.5% | $4,859-0.5% | $2,589+86.7% |
| Participant deferral / active EE | $9,969 | $7,093+40.6% | $7,760+28.5% | $4,291+132.4% |
| Admin fee / account holder | $127 | $1,267-90.0% | $10,767-98.8% | $1,588-92.0% |