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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,804 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,669 | $90,003+116.3% | $100,398+93.9% | $77,692+150.6% |
| Participation rate | 79.7% | 81.3%-1.6pp | 81.5%-1.8pp | 70.6%+9.1pp |
| Annual return | 16.53% | 20.61%-4.1pp | 49.32%-32.8pp | 31.25%-14.7pp |
| Employer contribution / active EE | $1,877 | $3,043-38.3% | $3,946-52.4% | $2,726-31.1% |
| Participant deferral / active EE | $6,914 | $8,287-16.6% | $8,084-14.5% | $4,648+48.7% |
| Admin fee / account holder | $95 | $172-44.7% | $7,893-98.8% | $431-77.9% |