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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,097 |
Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $36,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,416 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,598 | $62,543+25.7% | $83,323-5.7% | $55,725+41.0% |
| Participation rate | 74.0% | 78.4%-4.4pp | 77.8%-3.8pp | 70.9%+3.1pp |
| Annual return | -4.79% | 14.85%-19.6pp | 10.63%-15.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,861 | $2,427+17.9% | $3,379-15.3% | $2,078+37.7% |
| Participant deferral / active EE | $9,326 | $5,682+64.1% | $5,565+67.6% | $3,356+177.9% |
| Admin fee / account holder | $236 | $103+128.7% | $7,539-96.9% | $115+104.8% |