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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,130 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,972 |
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 | $57,712 | $122,219-52.8% | $147,096-60.8% | $199,921-71.1% |
| Participation rate | 95.0% | 78.3%+16.7pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 25.27% | 30.59%-5.3pp | 419.75%-394.5pp | 34.28%-9.0pp |
| Employer contribution / active EE | $3,928 | $4,096-4.1% | $4,936-20.4% | $3,035+29.4% |
| Participant deferral / active EE | $11,574 | $8,503+36.1% | $8,071+43.4% | $5,089+127.5% |
| Admin fee / account holder | $28 | $179-84.1% | $13,005-99.8% | $269-89.4% |