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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,846 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 16 · EIN 45-5291215 | Consulting | $6,664 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,366 |
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 | $96,374 | $155,795-38.1% | $136,298-29.3% | $69,631+38.4% |
| Participation rate | 97.7% | 75.2%+22.4pp | 81.9%+15.7pp | 70.7%+27.0pp |
| Annual return | 50.62% | 232464.33%-232413.7pp | 5156.27%-5105.6pp | 27571.02%-27520.4pp |
| Employer contribution / active EE | $1,756 | $2,991-41.3% | $4,696-62.6% | $2,032-13.6% |
| Participant deferral / active EE | $6,567 | $5,394+21.8% | $6,247+5.1% | $3,224+103.7% |
| Admin fee / account holder | $135 | $128+5.5% | $9,244-98.5% | $110+22.5% |