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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,714 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,816 | $72,303+0.7% | $86,698-16.0% | $64,819+12.3% |
| Participation rate | 97.7% | 80.4%+17.2pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -15.13% | 392.77%-407.9pp | 35.95%-51.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $3,171 | $2,393+32.5% | $2,837+11.8% | $2,507+26.5% |
| Participant deferral / active EE | $7,384 | $4,660+58.5% | $4,656+58.6% | $4,311+71.3% |
| Admin fee / account holder | $109 | $174-37.5% | $7,493-98.5% | $188-42.1% |