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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,378 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,205 | $29,546-28.2% | $56,441-62.4% | $77,671-72.7% |
| Participation rate | 81.0% | 32.7%+48.3pp | 52.5%+28.5pp | 70.6%+10.4pp |
| Annual return | 13.29% | 19.01%-5.7pp | 1704.21%-1690.9pp | 31.21%-17.9pp |
| Employer contribution / active EE | $1,583 | $568+178.6% | $1,039+52.3% | $2,726-41.9% |
| Participant deferral / active EE | $1,755 | $1,061+65.4% | $1,953-10.2% | $4,648-62.2% |
| Admin fee / account holder | $110 | $1,046-89.5% | $2,829-96.1% | $430-74.4% |