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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,534 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,703 | $50,860-39.6% | $155,574-80.3% | $77,714-60.5% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 15.99% | 34.86%-18.9pp | 64.87%-48.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $3,145 | $1,991+58.0% | $4,676-32.7% | $2,727+15.3% |
| Participant deferral / active EE | $5,276 | $2,825+86.8% | $5,629-6.3% | $4,649+13.5% |
| Admin fee / account holder | $108 | $436-75.2% | $15,914-99.3% | $433-75.0% |