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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,391 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,191 |
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 | $67,786 | $88,730-23.6% | $82,312-17.6% | $77,958-13.0% |
| Participation rate | 90.8% | 84.5%+6.3pp | 76.9%+13.9pp | 71.6%+19.2pp |
| Annual return | 19.86% | 20.88%-1.0pp | 25.88%-6.0pp | 20.87%-1.0pp |
| Employer contribution / active EE | $3,011 | $2,758+9.2% | $2,428+24.0% | $2,310+30.3% |
| Participant deferral / active EE | $4,567 | $4,634-1.5% | $3,706+23.2% | $3,537+29.1% |
| Admin fee / account holder | $28 | $74-62.0% | $5,608-99.5% | $97-71.2% |