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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,534 |
FIDUCIARY PLAN PARTNERS, LLC3 years Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $60,000 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-2123203 | Accounting | $16,200 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,122 |
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 | $80,880 | $106,264-23.9% | $147,117-45.0% | $77,762+4.0% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 18.58% | 56.94%-38.4pp | 420.54%-402.0pp | 31.27%-12.7pp |
| Employer contribution / active EE | $1,126 | $4,074-72.4% | $4,932-77.2% | $2,728-58.7% |
| Participant deferral / active EE | $9,432 | $8,003+17.9% | $8,065+17.0% | $4,651+102.8% |
| Admin fee / account holder | $162 | $334-51.5% | $12,993-98.8% | $433-62.5% |