Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,735 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $91,189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,640 | $142,386-10.4% | $152,473-16.3% | $93,010+37.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 78.2%+21.8pp | 73.9%+26.1pp |
| Annual return | 19.18% | 18.07%+1.1pp | 757.59%-738.4pp | 158.70%-139.5pp |
| Employer contribution / active EE | $17,779 | $5,485+224.2% | $4,326+311.0% | $2,705+557.2% |
| Participant deferral / active EE | $10,522 | $6,872+53.1% | $5,817+80.9% | $4,561+130.7% |
| Admin fee / account holder | $163 | $108+51.2% | $15,811-99.0% | $152+7.6% |