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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,521 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,612 | $52,293+75.2% | $178,503-48.7% | $73,412+24.8% |
| Participation rate | 60.8% | 65.3%-4.6pp | 81.9%-21.2pp | 72.2%-11.4pp |
| Annual return | 20.54% | 34.75%-14.2pp | 151.12%-130.6pp | 59.30%-38.8pp |
| Employer contribution / active EE | $1,201 | $1,736-30.8% | $5,011-76.0% | $2,234-46.2% |
| Participant deferral / active EE | $4,893 | $2,333+109.7% | $5,202-5.9% | $3,806+28.6% |
| Admin fee / account holder | $88 | $127-30.8% | $13,987-99.4% | $158-44.2% |