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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,792 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,781 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,059 | $65,708-40.6% | $76,667-49.1% | $77,775-49.8% |
| Participation rate | 99.1% | 79.0%+20.1pp | 72.1%+27.0pp | 73.2%+25.9pp |
| Annual return | 18.87% | 49.86%-31.0pp | 1166.74%-1147.9pp | 32.58%-13.7pp |
| Employer contribution / active EE | $2,331 | $2,167+7.5% | $2,303+1.2% | $2,504-6.9% |
| Participant deferral / active EE | $3,058 | $3,254-6.0% | $3,336-8.3% | $3,966-22.9% |
| Admin fee / account holder | $37 | $91-59.6% | $6,423-99.4% | $100-63.3% |