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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,865 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,971 | $87,125-3.6% | $108,405-22.5% | $86,821-3.3% |
| Participation rate | 95.5% | 80.5%+14.9pp | 80.1%+15.3pp | 72.3%+23.2pp |
| Annual return | 17.91% | 25.21%-7.3pp | 905.55%-887.6pp | 97.94%-80.0pp |
| Employer contribution / active EE | $3,657 | $2,477+47.6% | $3,559+2.7% | $2,406+52.0% |
| Participant deferral / active EE | $9,047 | $6,944+30.3% | $6,563+37.8% | $4,132+119.0% |
| Admin fee / account holder | $105 | $130-19.7% | $7,297-98.6% | $170-38.4% |