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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,266 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $53,165-16.4% | $86,216-48.4% | $74,460-40.3% |
| Participation rate | 83.0% | 64.9%+18.2pp | 69.0%+14.1pp | 70.7%+12.3pp |
| Annual return | 19.28% | 22.64%-3.4pp | 1169.42%-1150.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,141 | $1,210-5.7% | $2,382-52.1% | $2,638-56.7% |
| Participant deferral / active EE | $3,994 | $3,234+23.5% | $3,986+0.2% | $4,530-11.8% |
| Admin fee / account holder | $93 | $551-83.1% | $6,853-98.6% | $348-73.2% |