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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,098 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,127 | $52,188-19.3% | $86,640-51.4% | $74,460-43.4% |
| Participation rate | 78.9% | 66.3%+12.6pp | 71.7%+7.2pp | 70.7%+8.2pp |
| Annual return | 15.53% | 44.46%-28.9pp | 592.52%-577.0pp | 34.38%-18.8pp |
| Employer contribution / active EE | $836 | $2,282-63.4% | $3,024-72.4% | $2,638-68.3% |
| Participant deferral / active EE | $2,333 | $3,383-31.0% | $4,438-47.4% | $4,530-48.5% |
| Admin fee / account holder | $54 | $319-83.0% | $5,616-99.0% | $348-84.5% |