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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,205 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,882 |
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 | $98,671 | $88,122+12.0% | $141,191-30.1% | $67,579+46.0% |
| Participation rate | 95.7% | 76.5%+19.2pp | 82.5%+13.2pp | 71.3%+24.4pp |
| Annual return | 23.36% | 75.40%-52.0pp | 71.41%-48.1pp | 378.56%-355.2pp |
| Employer contribution / active EE | $3,700 | $3,224+14.7% | $4,736-21.9% | $2,148+72.3% |
| Participant deferral / active EE | $6,815 | $5,958+14.4% | $6,710+1.6% | $3,539+92.6% |
| Admin fee / account holder | $51 | $131-61.4% | $10,264-99.5% | $142-64.5% |