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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,040 |
Service code 10 · EIN 13-0436940 | Accounting | $61,759 |
GATEWAY ADVISORY, LLC2 years Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 27-1678306 | Advisory (Plan) | $59,920 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,768 |
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 | $62,490 | $88,122-29.1% | $141,197-55.7% | $67,582-7.5% |
| Participation rate | 89.4% | 76.5%+12.9pp | 82.5%+6.9pp | 71.3%+18.1pp |
| Annual return | 27.90% | 75.40%-47.5pp | 71.41%-43.5pp | 378.57%-350.7pp |
| Employer contribution / active EE | $1,192 | $3,224-63.0% | $4,736-74.8% | $2,148-44.5% |
| Participant deferral / active EE | $7,139 | $5,958+19.8% | $6,710+6.4% | $3,539+101.7% |
| Admin fee / account holder | $218 | $131+66.8% | $10,265-97.9% | $142+53.4% |