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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,911 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,088 | $92,076-42.3% | $105,607-49.7% | $77,736-31.7% |
| Participation rate | 75.1% | 81.0%-5.9pp | 75.3%-0.2pp | 70.6%+4.5pp |
| Annual return | 35.68% | 17.84%+17.8pp | 116.11%-80.4pp | 31.26%+4.4pp |
| Employer contribution / active EE | $5,070 | $3,370+50.4% | $3,167+60.1% | $2,728+85.9% |
| Participant deferral / active EE | $6,318 | $5,390+17.2% | $5,011+26.1% | $4,651+35.9% |
| Admin fee / account holder | $98 | $219-55.2% | $10,958-99.1% | $433-77.3% |