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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,205 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,565 |
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 | $39,832 | $37,591+6.0% | $90,657-56.1% | $55,725-28.5% |
| Participation rate | 60.4% | 66.4%-5.9pp | 74.0%-13.6pp | 70.9%-10.4pp |
| Annual return | -6.87% | -3.20%-3.7pp | 1.89%-8.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,410 | $1,302+85.1% | $2,532-4.8% | $2,078+16.0% |
| Participant deferral / active EE | $3,696 | $2,643+39.8% | $3,424+7.9% | $3,356+10.1% |
| Admin fee / account holder | $122 | $100+22.3% | $4,994-97.6% | $115+6.1% |