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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,850 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,384 |
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 | $198,321 | $89,465+121.7% | $165,100+20.1% | $77,762+155.0% |
| Participation rate | 80.2% | 78.6%+1.6pp | 78.6%+1.6pp | 70.6%+9.6pp |
| Annual return | 14.80% | 28.86%-14.1pp | 70.21%-55.4pp | 31.27%-16.5pp |
| Employer contribution / active EE | $4,387 | $2,565+71.0% | $4,348+0.9% | $2,728+60.8% |
| Participant deferral / active EE | $9,799 | $4,904+99.8% | $6,035+62.4% | $4,651+110.7% |
| Admin fee / account holder | $86 | $340-74.6% | $12,696-99.3% | $433-80.0% |