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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,085 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,929 | $81,948+13.4% | $90,766+2.4% | $64,824+43.4% |
| Participation rate | 98.4% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -16.86% | -12.53%-4.3pp | -12.16%-4.7pp | 32.84%-49.7pp |
| Employer contribution / active EE | $6,363 | $3,067+107.4% | $2,922+117.8% | $2,507+153.8% |
| Participant deferral / active EE | $8,229 | $4,844+69.9% | $4,565+80.3% | $4,311+90.9% |
| Admin fee / account holder | $155 | $157-1.6% | $8,446-98.2% | $188-17.7% |