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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $224,148 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,873 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,348 | $130,052-15.2% | $86,717+27.3% | $77,906+41.6% |
| Participation rate | 97.4% | 85.9%+11.5pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | -10.13% | -12.73%+2.6pp | 35.97%-46.1pp | 12.16%-22.3pp |
| Employer contribution / active EE | $6,084 | $3,214+89.3% | $2,837+114.4% | $2,846+113.7% |
| Participant deferral / active EE | $8,682 | $5,741+51.2% | $4,657+86.4% | $4,805+80.7% |
| Admin fee / account holder | $114 | $132-13.9% | $7,494-98.5% | $133-14.4% |