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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,916 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,000 | $83,045+62.6% | $130,045+3.8% | $71,511+88.8% |
| Participation rate | 96.6% | 74.1%+22.5pp | 78.5%+18.1pp | 67.9%+28.7pp |
| Annual return | 17.03% | 20.61%-3.6pp | -137.30%+154.3pp | 28.86%-11.8pp |
| Employer contribution / active EE | $7,946 | $2,623+202.9% | $4,321+83.9% | $2,589+206.9% |
| Participant deferral / active EE | $12,064 | $4,436+172.0% | $5,820+107.3% | $4,291+181.2% |
| Admin fee / account holder | $142 | $1,727-91.8% | $10,600-98.7% | $1,588-91.0% |