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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,353 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,469 |
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 | $57,729 | $106,247-45.7% | $147,096-60.8% | $77,714-25.7% |
| Participation rate | 78.4% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 30.87% | 56.87%-26.0pp | 419.75%-388.9pp | 31.26%-0.4pp |
| Employer contribution / active EE | $3,068 | $4,069-24.6% | $4,936-37.8% | $2,727+12.5% |
| Participant deferral / active EE | $11,137 | $7,996+39.3% | $8,071+38.0% | $4,649+139.5% |
| Admin fee / account holder | $154 | $338-54.5% | $13,005-98.8% | $433-64.4% |