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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,113 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,516 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,378 | $79,223-7.4% | $102,460-28.4% | $74,478-1.5% |
| Participation rate | 90.7% | 74.8%+16.0pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 16.31% | 54.98%-38.7pp | 29.47%-13.2pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $2,385 | $2,363+0.9% | $3,025-21.2% | $2,626-9.2% |
| Participant deferral / active EE | $4,841 | $4,417+9.6% | $5,056-4.2% | $4,350+11.3% |
| Admin fee / account holder | $147 | $2,003-92.7% | $9,460-98.4% | $1,946-92.4% |