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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,223 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,834 |
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 | $57,701 | $87,173-33.8% | $59,887-3.7% | $75,289-23.4% |
| Participation rate | 74.9% | 74.5%+0.5pp | 74.7%+0.2pp | 72.4%+2.5pp |
| Annual return | -3.40% | -2.14%-1.3pp | 3.46%-6.9pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,538 | $3,473-55.7% | $2,722-43.5% | $2,405-36.0% |
| Participant deferral / active EE | $8,677 | $3,379+156.8% | $3,402+155.0% | $3,739+132.1% |
| Admin fee / account holder | $91 | $75+22.0% | $3,591-97.5% | $102-10.9% |