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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,882 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,224 |
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 | $42,009 | $43,411-3.2% | $94,993-55.8% | $69,631-39.7% |
| Participation rate | 58.1% | 64.4%-6.3pp | 73.9%-15.7pp | 70.7%-12.5pp |
| Annual return | 19.17% | 22.54%-3.4pp | 27.14%-8.0pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $2,497 | $1,202+107.7% | $2,603-4.1% | $2,032+22.9% |
| Participant deferral / active EE | $3,719 | $2,384+56.0% | $3,317+12.1% | $3,224+15.4% |
| Admin fee / account holder | $126 | $87+44.4% | $4,960-97.5% | $110+14.1% |