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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,828 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $32,278 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,131 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,237 | $64,286+34.1% | $90,970-5.2% | $73,412+17.5% |
| Participation rate | 82.3% | 63.6%+18.7pp | 69.0%+13.3pp | 72.2%+10.1pp |
| Annual return | 13.59% | 21.46%-7.9pp | 134.60%-121.0pp | 59.30%-45.7pp |
| Employer contribution / active EE | $2,588 | $895+189.4% | $2,122+22.0% | $2,234+15.9% |
| Participant deferral / active EE | $4,540 | $2,453+85.1% | $3,373+34.6% | $3,806+19.3% |
| Admin fee / account holder | $261 | $287-9.1% | $5,961-95.6% | $158+65.3% |