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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,252 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,119 |
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 | $22,322 | $45,109-50.5% | $85,240-73.8% | $77,762-71.3% |
| Participation rate | 82.1% | 48.7%+33.4pp | 67.5%+14.5pp | 70.6%+11.5pp |
| Annual return | 16.43% | 79.55%-63.1pp | 66.75%-50.3pp | 31.27%-14.8pp |
| Employer contribution / active EE | $742 | $1,602-53.7% | $2,735-72.9% | $2,728-72.8% |
| Participant deferral / active EE | $3,432 | $2,814+22.0% | $4,527-24.2% | $4,651-26.2% |
| Admin fee / account holder | $155 | $915-83.1% | $6,165-97.5% | $433-64.2% |