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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 | $106,110-45.6% | $147,005-60.7% | $77,671-25.7% |
| Participation rate | 78.4% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 30.87% | 56.77%-25.9pp | 418.76%-387.9pp | 31.21%-0.3pp |
| Employer contribution / active EE | $3,068 | $4,065-24.5% | $4,934-37.8% | $2,726+12.5% |
| Participant deferral / active EE | $11,137 | $7,992+39.4% | $8,070+38.0% | $4,648+139.6% |
| Admin fee / account holder | $154 | $338-54.4% | $13,006-98.8% | $430-64.2% |