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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,842 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,372 | $80,177+46.4% | $123,894-5.3% | $57,661+103.6% |
| Participation rate | 97.6% | 74.4%+23.2pp | 81.4%+16.2pp | 70.2%+27.4pp |
| Annual return | 8.88% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $6,732 | $2,913+131.1% | $4,617+45.8% | $1,974+241.1% |
| Participant deferral / active EE | $11,632 | $5,130+126.7% | $5,984+94.4% | $3,061+280.1% |
| Admin fee / account holder | $12 | $106-88.5% | $8,357-99.9% | $95-87.1% |