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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,942 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,294 |
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 | $123,018 | $89,282+37.8% | $94,677+29.9% | $74,478+65.2% |
| Participation rate | 98.3% | 82.4%+15.9pp | 80.8%+17.5pp | 70.7%+27.6pp |
| Annual return | 22.73% | 25.96%-3.2pp | 156.95%-134.2pp | 34.37%-11.6pp |
| Employer contribution / active EE | $4,296 | $3,022+42.1% | $3,673+17.0% | $2,637+62.9% |
| Participant deferral / active EE | $15,809 | $8,425+87.7% | $7,418+113.1% | $4,530+249.0% |
| Admin fee / account holder | $80 | $219-63.3% | $7,222-98.9% | $347-76.9% |