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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,582 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,785 | $101,653-34.3% | $147,080-54.6% | $74,459-10.3% |
| Participation rate | 88.7% | 75.6%+13.2pp | 82.2%+6.6pp | 67.2%+21.5pp |
| Annual return | 16.73% | 8754.98%-8738.2pp | 420.17%-403.4pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $5,677 | $3,813+48.9% | $4,933+15.1% | $2,626+116.2% |
| Participant deferral / active EE | $17,085 | $7,304+133.9% | $8,066+111.8% | $4,350+292.8% |
| Admin fee / account holder | $157 | $1,752-91.0% | $12,989-98.8% | $1,945-91.9% |