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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,062 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,787 |
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 | $94,865 | $87,621+8.3% | $86,460+9.7% | $77,906+21.8% |
| Participation rate | 96.9% | 85.8%+11.1pp | 80.3%+16.5pp | 73.7%+23.2pp |
| Annual return | -18.14% | -13.90%-4.2pp | 4399.82%-4418.0pp | 12.16%-30.3pp |
| Employer contribution / active EE | $3,564 | $3,474+2.6% | $3,771-5.5% | $2,846+25.2% |
| Participant deferral / active EE | $12,574 | $8,645+45.5% | $6,954+80.8% | $4,805+161.7% |
| Admin fee / account holder | $88 | $85+3.8% | $6,727-98.7% | $133-33.7% |