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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,397 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,580 |
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 | $68,254 | $79,519-14.2% | $95,964-28.9% | $73,412-7.0% |
| Participation rate | 77.8% | 81.2%-3.4pp | 77.1%+0.7pp | 72.2%+5.6pp |
| Annual return | 17.82% | 19.20%-1.4pp | 91.64%-73.8pp | 59.30%-41.5pp |
| Employer contribution / active EE | $1,179 | $2,048-42.4% | $2,541-53.6% | $2,234-47.2% |
| Participant deferral / active EE | $5,026 | $4,138+21.5% | $4,167+20.6% | $3,806+32.1% |
| Admin fee / account holder | $39 | $184-78.9% | $6,797-99.4% | $158-75.4% |