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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,104 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,095 |
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 | $124,018 | $121,341+2.2% | $189,520-34.6% | $79,393+56.2% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.8%+9.6pp | 70.7%+26.6pp |
| Annual return | 15.81% | 21.08%-5.3pp | 555.25%-539.4pp | 116.87%-101.1pp |
| Employer contribution / active EE | $7,091 | $3,915+81.1% | $6,161+15.1% | $2,428+192.1% |
| Participant deferral / active EE | $14,427 | $6,395+125.6% | $8,220+75.5% | $4,046+256.6% |
| Admin fee / account holder | $241 | $651-62.9% | $12,046-98.0% | $627-61.5% |