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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,144 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,014 | $85,135+4.6% | $98,916-10.0% | $73,412+21.3% |
| Participation rate | 96.5% | 81.1%+15.3pp | 76.0%+20.4pp | 72.2%+24.3pp |
| Annual return | 14.40% | 19.14%-4.7pp | 196.45%-182.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $1,731 | $2,721-36.4% | $2,689-35.6% | $2,234-22.5% |
| Participant deferral / active EE | $2,691 | $4,349-38.1% | $4,245-36.6% | $3,806-29.3% |
| Admin fee / account holder | $85 | $139-39.0% | $6,642-98.7% | $158-46.2% |