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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,299 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,090 | $64,612+140.0% | $86,460+79.4% | $64,829+139.2% |
| Participation rate | 82.5% | 81.5%+1.1pp | 80.3%+2.2pp | 71.5%+11.0pp |
| Annual return | -17.88% | 0.66%-18.5pp | 4399.82%-4417.7pp | 32.85%-50.7pp |
| Employer contribution / active EE | $1,825 | $2,744-33.5% | $3,771-51.6% | $2,507-27.2% |
| Participant deferral / active EE | $6,629 | $7,497-11.6% | $6,954-4.7% | $4,312+53.8% |
| Admin fee / account holder | $89 | $169-47.1% | $6,727-98.7% | $188-52.4% |