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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $147,060 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,419 | $104,336-58.4% | $159,474-72.8% | $86,821-50.0% |
| Participation rate | 93.9% | 77.7%+16.2pp | 82.8%+11.1pp | 72.3%+21.6pp |
| Annual return | 15.25% | 26.32%-11.1pp | 263.68%-248.4pp | 97.94%-82.7pp |
| Employer contribution / active EE | $2,151 | $3,451-37.7% | $4,831-55.5% | $2,406-10.6% |
| Participant deferral / active EE | $6,823 | $6,837-0.2% | $7,353-7.2% | $4,132+65.1% |
| Admin fee / account holder | $76 | $172-55.8% | $10,802-99.3% | $170-55.1% |