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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 | $29,507-28.1% | $56,025-62.2% | $77,762-72.7% |
| Participation rate | 81.0% | 32.7%+48.3pp | 52.5%+28.5pp | 70.6%+10.4pp |
| Annual return | 13.29% | 18.90%-5.6pp | 1712.69%-1699.4pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,583 | $570+177.8% | $1,042+52.0% | $2,728-42.0% |
| Participant deferral / active EE | $1,755 | $1,062+65.3% | $1,955-10.2% | $4,651-62.3% |
| Admin fee / account holder | $110 | $1,041-89.4% | $2,828-96.1% | $433-74.6% |