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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 | $89,435+121.7% | $164,975+20.2% | $77,714+155.2% |
| Participation rate | 80.2% | 78.6%+1.6pp | 78.6%+1.6pp | 70.6%+9.6pp |
| Annual return | 14.80% | 28.82%-14.0pp | 70.12%-55.3pp | 31.26%-16.5pp |
| Employer contribution / active EE | $4,387 | $2,563+71.2% | $4,343+1.0% | $2,727+60.9% |
| Participant deferral / active EE | $9,799 | $4,901+99.9% | $6,033+62.4% | $4,649+110.8% |
| Admin fee / account holder | $86 | $340-74.5% | $12,688-99.3% | $433-80.0% |