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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,714 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,870 |
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 | $114,664 | $113,293+1.2% | $67,511+69.8% | $199,768-42.6% |
| Participation rate | 87.0% | 73.3%+13.6pp | 72.9%+14.1pp | 72.0%+15.0pp |
| Annual return | 17.79% | 15.88%+1.9pp | 3517.41%-3499.6pp | 34.26%-16.5pp |
| Employer contribution / active EE | $2,811 | $3,401-17.3% | $2,733+2.9% | $3,037-7.4% |
| Participant deferral / active EE | $15,399 | $4,159+270.3% | $4,000+284.9% | $5,090+202.6% |
| Admin fee / account holder | $114 | $103+11.2% | $3,999-97.1% | $269-57.6% |