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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,278 |
Service code 16 · EIN 84-4826355 | Consulting | $12,500 |
SAMET & COMPANY PC1 year Service code 10 · EIN 04-3027605 | Accounting | $11,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,139 |
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 | $62,483 | $82,188-24.0% | $125,391-50.2% | $64,824-3.6% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -4.21% | 3.50%-7.7pp | 572.41%-576.6pp | 32.84%-37.0pp |
| Employer contribution / active EE | $6,700 | $3,617+85.2% | $4,816+39.1% | $2,507+167.3% |
| Participant deferral / active EE | $13,079 | $7,177+82.2% | $7,448+75.6% | $4,311+203.4% |
| Admin fee / account holder | $140 | $163-14.2% | $10,009-98.6% | $188-25.4% |