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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,353 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,719 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,700 | $73,404-15.9% | $87,102-29.2% | $67,579-8.7% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.9%+12.4pp | 71.3%+18.0pp |
| Annual return | 175.25% | 48.29%+127.0pp | 28.19%+147.1pp | 378.56%-203.3pp |
| Employer contribution / active EE | $1,686 | $2,014-16.3% | $2,521-33.1% | $2,148-21.5% |
| Participant deferral / active EE | $3,129 | $3,913-20.0% | $4,048-22.7% | $3,539-11.6% |
| Admin fee / account holder | $53 | $142-62.7% | $7,491-99.3% | $142-62.8% |