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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,510 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,297 | $101,591+57.8% | $147,096+9.0% | $74,429+115.4% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 16.66% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $5,428 | $3,813+42.4% | $4,936+10.0% | $2,625+106.8% |
| Participant deferral / active EE | $14,174 | $7,302+94.1% | $8,071+75.6% | $4,348+226.0% |
| Admin fee / account holder | $162 | $1,750-90.7% | $13,005-98.8% | $1,944-91.7% |