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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,513 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,072 |
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 | $55,355 | $71,957-23.1% | $67,652-18.2% | $59,188-6.5% |
| Participation rate | 96.3% | 82.7%+13.7pp | 75.7%+20.7pp | 69.4%+26.9pp |
| Annual return | 1.62% | 8.53%-6.9pp | 6625.40%-6623.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $3,068 | $2,432+26.2% | $2,266+35.4% | $2,098+46.3% |
| Participant deferral / active EE | $4,577 | $4,211+8.7% | $3,560+28.6% | $3,265+40.2% |
| Admin fee / account holder | $21 | $64-67.1% | $4,821-99.6% | $92-77.1% |