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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,351 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 16 · EIN 84-4826355 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,964 |
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 | $75,795 | $95,417-20.6% | $135,974-44.3% | $74,460+1.8% |
| Participation rate | 98.4% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 31.97% | 32.76%-0.8pp | 68.30%-36.3pp | 34.38%-2.4pp |
| Employer contribution / active EE | $6,645 | $3,878+71.4% | $4,859+36.8% | $2,638+151.9% |
| Participant deferral / active EE | $13,552 | $7,789+74.0% | $7,760+74.6% | $4,530+199.2% |
| Admin fee / account holder | $130 | $266-51.3% | $10,767-98.8% | $348-62.7% |