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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $202,079 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,367 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,684 | $58,344+29.7% | $98,506-23.2% | $86,821-12.8% |
| Participation rate | 96.4% | 68.4%+28.0pp | 73.3%+23.1pp | 72.3%+24.1pp |
| Annual return | 13.35% | 43.47%-30.1pp | 1494.92%-1481.6pp | 97.94%-84.6pp |
| Employer contribution / active EE | $2,667 | $2,008+32.9% | $2,961-9.9% | $2,406+10.9% |
| Participant deferral / active EE | $5,077 | $3,156+60.9% | $4,277+18.7% | $4,132+22.9% |
| Admin fee / account holder | $169 | $138+22.4% | $5,955-97.2% | $170-0.5% |