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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,522 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,496 |
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 | $55,024 | $78,781-30.2% | $100,528-45.3% | $73,412-25.0% |
| Participation rate | 96.2% | 80.0%+16.1pp | 79.4%+16.8pp | 72.2%+24.0pp |
| Annual return | 26.84% | 31.69%-4.8pp | 30.90%-4.1pp | 59.30%-32.5pp |
| Employer contribution / active EE | $3,633 | $2,420+50.1% | $3,419+6.3% | $2,234+62.6% |
| Participant deferral / active EE | $15,418 | $6,537+135.8% | $6,271+145.8% | $3,806+305.1% |
| Admin fee / account holder | $42 | $145-71.2% | $8,084-99.5% | $158-73.5% |