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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,626 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,842 |
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 | $42,704 | $72,066-40.7% | $81,726-47.7% | $90,274-52.7% |
| Participation rate | 98.8% | 78.9%+19.9pp | 72.0%+26.8pp | 73.4%+25.5pp |
| Annual return | 16.36% | 15.92%+0.4pp | 29.49%-13.1pp | 53.97%-37.6pp |
| Employer contribution / active EE | $2,494 | $2,335+6.8% | $4,311-42.1% | $2,523-1.2% |
| Participant deferral / active EE | $3,220 | $3,557-9.5% | $7,108-54.7% | $4,231-23.9% |
| Admin fee / account holder | $37 | $92-59.9% | $5,160-99.3% | $114-67.5% |