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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140,960 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,245 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,174 | $47,766+30.2% | $82,763-24.9% | $64,824-4.1% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.6%+25.4pp | 71.5%+26.4pp |
| Annual return | -17.81% | -13.06%-4.8pp | 702.45%-720.3pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,841 | $2,182-15.6% | $3,008-38.8% | $2,507-26.6% |
| Participant deferral / active EE | $5,379 | $3,332+61.4% | $4,395+22.4% | $4,311+24.8% |
| Admin fee / account holder | $122 | $143-14.7% | $5,325-97.7% | $188-35.0% |