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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,156 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,777 |
Filed as: WOJESKI & COMPANY CPAS, P.C. Service code 10 · EIN 14-1798364 | Accounting | $7,500 |
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 | $57,745 | $80,211-28.0% | $74,184-22.2% | $63,975-9.7% |
| Participation rate | 94.7% | 84.2%+10.5pp | 76.6%+18.0pp | 71.1%+23.5pp |
| Annual return | 7.37% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $3,060 | $2,553+19.8% | $2,370+29.1% | $2,182+40.3% |
| Participant deferral / active EE | $4,525 | $4,370+3.6% | $3,550+27.5% | $3,356+34.8% |
| Admin fee / account holder | $24 | $67-63.6% | $5,586-99.6% | $70-65.3% |