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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 | $101,653+57.7% | $147,080+9.0% | $74,459+115.3% |
| Participation rate | 94.9% | 75.6%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 16.66% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $5,428 | $3,813+42.3% | $4,933+10.0% | $2,626+106.7% |
| Participant deferral / active EE | $14,174 | $7,304+94.0% | $8,066+75.7% | $4,350+225.9% |
| Admin fee / account holder | $162 | $1,752-90.7% | $12,989-98.8% | $1,945-91.7% |