| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $346,132 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $284,595 |
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 | $128,070 | $67,512+89.7% | $185,854-31.1% | $93,010+37.7% |
| Participation rate | 98.1% | 67.1%+31.0pp | 81.7%+16.4pp | 73.9%+24.2pp |
| Annual return | 13.52% | 21.04%-7.5pp | 122.12%-108.6pp | 158.70%-145.2pp |
| Employer contribution / active EE | $4,998 | $1,783+180.3% | $5,169-3.3% | $2,705+84.8% |
| Participant deferral / active EE | $8,316 | $3,035+174.0% | $5,569+49.3% | $4,561+82.3% |
| Admin fee / account holder | $99 | $318-68.8% | $16,246-99.4% | $152-34.6% |