Filed June 15, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,422 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,584 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,103 | $50,919-7.5% | $155,556-69.7% | $77,762-39.4% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 17.26% | 34.84%-17.6pp | 64.84%-47.6pp | 31.27%-14.0pp |
| Employer contribution / active EE | $3,342 | $1,991+67.8% | $4,675-28.5% | $2,728+22.5% |
| Participant deferral / active EE | $6,734 | $2,824+138.4% | $5,631+19.6% | $4,651+44.8% |
| Admin fee / account holder | $26 | $437-93.9% | $15,885-99.8% | $433-93.9% |