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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,293 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,834 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,477 | $82,163+21.1% | $125,381-20.7% | $64,819+53.5% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -18.72% | 3.49%-22.2pp | 572.31%-591.0pp | 32.84%-51.6pp |
| Employer contribution / active EE | $11,122 | $3,616+207.6% | $4,815+131.0% | $2,507+343.6% |
| Participant deferral / active EE | $12,995 | $7,175+81.1% | $7,448+74.5% | $4,311+201.5% |
| Admin fee / account holder | $34 | $163-79.1% | $10,007-99.7% | $188-81.9% |