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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 | $122,128-52.7% | $147,080-60.8% | $199,960-71.1% |
| Participation rate | 95.0% | 78.2%+16.8pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 25.27% | 30.58%-5.3pp | 420.17%-394.9pp | 34.28%-9.0pp |
| Employer contribution / active EE | $3,928 | $4,093-4.0% | $4,933-20.4% | $3,036+29.4% |
| Participant deferral / active EE | $11,574 | $8,484+36.4% | $8,066+43.5% | $5,087+127.5% |
| Admin fee / account holder | $28 | $180-84.2% | $12,989-99.8% | $269-89.4% |