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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,422 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,958 | $47,163-32.2% | $149,696-78.7% | $74,460-57.1% |
| Participation rate | 94.9% | 63.4%+31.4pp | 78.8%+16.1pp | 70.7%+24.1pp |
| Annual return | 19.41% | 22.75%-3.3pp | 134.46%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,779 | $1,907-6.7% | $4,821-63.1% | $2,638-32.5% |
| Participant deferral / active EE | $4,600 | $2,730+68.5% | $5,682-19.0% | $4,530+1.5% |
| Admin fee / account holder | $121 | $343-64.7% | $13,212-99.1% | $348-65.2% |