Filed September 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,118 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,547 | $82,202+44.2% | $125,339-5.4% | $64,808+82.9% |
| Participation rate | 85.9% | 77.9%+8.0pp | 82.4%+3.5pp | 71.5%+14.5pp |
| Annual return | -5.69% | 3.48%-9.2pp | 572.05%-577.7pp | 32.82%-38.5pp |
| Employer contribution / active EE | $2,418 | $3,615-33.1% | $4,814-49.8% | $2,506-3.5% |
| Participant deferral / active EE | $7,193 | $7,175+0.3% | $7,446-3.4% | $4,310+66.9% |
| Admin fee / account holder | $159 | $163-2.5% | $10,010-98.4% | $188-15.2% |