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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,597 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,341 | $72,303-24.8% | $86,717-37.3% | $64,829-16.2% |
| Participation rate | 89.6% | 80.4%+9.2pp | 76.6%+13.0pp | 71.5%+18.1pp |
| Annual return | -14.97% | 392.77%-407.7pp | 35.97%-50.9pp | 32.85%-47.8pp |
| Employer contribution / active EE | $2,533 | $2,393+5.9% | $2,837-10.7% | $2,507+1.0% |
| Participant deferral / active EE | $2,509 | $4,660-46.1% | $4,657-46.1% | $4,312-41.8% |
| Admin fee / account holder | $104 | $174-40.1% | $7,494-98.6% | $188-44.5% |