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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,136 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,396 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $7,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,532 | $106,164-9.1% | $147,041-34.4% | $77,692+24.2% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 22.58% | 56.81%-34.2pp | 419.21%-396.6pp | 31.25%-8.7pp |
| Employer contribution / active EE | $7,335 | $4,066+80.4% | $4,935+48.6% | $2,726+169.1% |
| Participant deferral / active EE | $15,817 | $7,993+97.9% | $8,071+96.0% | $4,648+240.3% |
| Admin fee / account holder | $127 | $338-62.5% | $13,006-99.0% | $431-70.6% |