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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,030 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,053 |
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 | $75,117 | $204,517-63.3% | $69,461+8.1% | $77,775-3.4% |
| Participation rate | 80.9% | 74.6%+6.2pp | 74.6%+6.2pp | 73.2%+7.6pp |
| Annual return | 28.63% | 22.10%+6.5pp | 28.97%-0.3pp | 32.58%-3.9pp |
| Employer contribution / active EE | $1,842 | $3,548-48.1% | $2,779-33.7% | $2,504-26.4% |
| Participant deferral / active EE | $10,091 | $3,478+190.1% | $3,536+185.4% | $3,966+154.5% |
| Admin fee / account holder | $105 | $101+4.3% | $3,840-97.3% | $100+4.8% |