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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,580 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,567 |
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 | $86,429 | $79,209+9.1% | $102,434-15.6% | $74,459+16.1% |
| Participation rate | 95.5% | 74.8%+20.7pp | 76.5%+19.0pp | 67.2%+28.3pp |
| Annual return | 20.46% | 54.98%-34.5pp | 29.46%-9.0pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $5,732 | $2,362+142.6% | $3,023+89.6% | $2,626+118.3% |
| Participant deferral / active EE | $18,067 | $4,417+309.0% | $5,055+257.4% | $4,350+315.4% |
| Admin fee / account holder | $137 | $2,002-93.2% | $9,462-98.6% | $1,945-93.0% |