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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 | $45,022-50.4% | $85,126-73.8% | $77,714-71.3% |
| Participation rate | 82.1% | 48.7%+33.4pp | 67.5%+14.5pp | 70.6%+11.5pp |
| Annual return | 16.43% | 79.38%-63.0pp | 66.63%-50.2pp | 31.26%-14.8pp |
| Employer contribution / active EE | $742 | $1,610-53.9% | $2,731-72.8% | $2,727-72.8% |
| Participant deferral / active EE | $3,432 | $2,811+22.1% | $4,523-24.1% | $4,649-26.2% |
| Admin fee / account holder | $155 | $913-83.0% | $6,160-97.5% | $433-64.2% |