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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,851 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,608 |
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 | $94,462 | $155,795-39.4% | $136,298-30.7% | $69,631+35.7% |
| Participation rate | 96.2% | 75.2%+20.9pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 20.61% | 232464.33%-232443.7pp | 5156.27%-5135.7pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $3,771 | $2,991+26.1% | $4,696-19.7% | $2,032+85.6% |
| Participant deferral / active EE | $6,376 | $5,394+18.2% | $6,247+2.1% | $3,224+97.8% |
| Admin fee / account holder | $78 | $128-39.4% | $9,244-99.2% | $110-29.7% |