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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,640 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,435 |
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 | $95,177 | $45,119+110.9% | $85,126+11.8% | $74,429+27.9% |
| Participation rate | 92.1% | 49.4%+42.8pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | 12.68% | 26.28%-13.6pp | 66.63%-54.0pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,436 | $1,460-1.6% | $2,731-47.4% | $2,625-45.3% |
| Participant deferral / active EE | $6,295 | $2,738+129.9% | $4,523+39.2% | $4,348+44.8% |
| Admin fee / account holder | $143 | $2,214-93.5% | $6,160-97.7% | $1,944-92.6% |