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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,492 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,456 | $95,438-28.3% | $135,982-49.7% | $74,473-8.1% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 24.46% | 32.61%-8.1pp | 68.32%-43.9pp | 34.36%-9.9pp |
| Employer contribution / active EE | $3,318 | $3,878-14.4% | $4,859-31.7% | $2,638+25.8% |
| Participant deferral / active EE | $9,680 | $7,790+24.3% | $7,760+24.7% | $4,530+113.7% |
| Admin fee / account holder | $31 | $259-87.9% | $10,767-99.7% | $347-91.0% |