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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,758 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,719 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,588 | $80,177-8.2% | $123,894-40.6% | $57,658+27.6% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.5pp | 70.2%+26.6pp |
| Annual return | 8.91% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $960 | $2,913-67.0% | $4,617-79.2% | $1,974-51.3% |
| Participant deferral / active EE | $4,898 | $5,130-4.5% | $5,984-18.1% | $3,061+60.0% |
| Admin fee / account holder | $56 | $106-47.3% | $8,357-99.3% | $95-40.8% |