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 | $50,820-7.3% | $155,567-69.7% | $77,671-39.4% |
| Participation rate | 88.6% | 63.1%+25.4pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 17.26% | 34.85%-17.6pp | 64.74%-47.5pp | 31.21%-13.9pp |
| Employer contribution / active EE | $3,342 | $1,993+67.7% | $4,674-28.5% | $2,726+22.6% |
| Participant deferral / active EE | $6,734 | $2,823+138.5% | $5,628+19.7% | $4,648+44.9% |
| Admin fee / account holder | $26 | $436-93.9% | $15,916-99.8% | $430-93.9% |