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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,743 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,017 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,761 | $106,247-15.5% | $147,096-39.0% | $77,714+15.5% |
| Participation rate | 77.9% | 78.4%-0.4pp | 82.2%-4.2pp | 70.6%+7.4pp |
| Annual return | 231.01% | 56.87%+174.1pp | 419.75%-188.7pp | 31.26%+199.8pp |
| Employer contribution / active EE | $1,825 | $4,069-55.2% | $4,936-63.0% | $2,727-33.1% |
| Participant deferral / active EE | $3,825 | $7,996-52.2% | $8,071-52.6% | $4,649-17.7% |
| Admin fee / account holder | $122 | $338-63.9% | $13,005-99.1% | $433-71.8% |