Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,915 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,086 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,367 | $88,515-2.4% | $162,163-46.7% | $67,579+27.8% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.0pp | 71.3%+26.3pp |
| Annual return | 23.56% | 27.04%-3.5pp | 115.59%-92.0pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,361 | $3,563-33.7% | $5,614-57.9% | $2,148+9.9% |
| Participant deferral / active EE | $6,401 | $5,724+11.8% | $7,298-12.3% | $3,539+80.9% |
| Admin fee / account holder | $171 | $124+37.9% | $10,843-98.4% | $142+19.8% |