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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,989 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,302 |
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 | $142,320 | $71,142+100.1% | $119,634+19.0% | $64,824+119.5% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.3%+16.3pp | 71.5%+24.1pp |
| Annual return | -16.46% | -10.01%-6.5pp | -14.98%-1.5pp | 32.84%-49.3pp |
| Employer contribution / active EE | $4,406 | $2,497+76.4% | $4,232+4.1% | $2,507+75.7% |
| Participant deferral / active EE | $9,466 | $4,490+110.8% | $5,601+69.0% | $4,311+119.6% |
| Admin fee / account holder | $64 | $162-60.6% | $10,329-99.4% | $188-66.0% |