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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,388 |
STOKES FAMILY OFFICE LLC4 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $33,889 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,997 | $49,763-57.8% | $70,565-70.2% | $74,473-71.8% |
| Participation rate | 71.7% | 64.6%+7.0pp | 68.4%+3.3pp | 70.7%+0.9pp |
| Annual return | 23.58% | 21.21%+2.4pp | 32.79%-9.2pp | 34.36%-10.8pp |
| Employer contribution / active EE | $546 | $1,776-69.2% | $2,976-81.7% | $2,638-79.3% |
| Participant deferral / active EE | $3,453 | $3,379+2.2% | $4,568-24.4% | $4,530-23.8% |
| Admin fee / account holder | $169 | $316-46.4% | $6,430-97.4% | $347-51.2% |