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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,758 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,416 |
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 | $107,338 | $115,744-7.3% | $100,415+6.9% | $200,096-46.4% |
| Participation rate | 97.4% | 85.7%+11.8pp | 81.5%+15.9pp | 72.0%+25.4pp |
| Annual return | 18.23% | 17.79%+0.4pp | 49.47%-31.2pp | 34.26%-16.0pp |
| Employer contribution / active EE | $6,510 | $3,657+78.0% | $3,943+65.1% | $3,038+114.3% |
| Participant deferral / active EE | $21,946 | $9,844+122.9% | $8,091+171.2% | $5,090+331.2% |
| Admin fee / account holder | $53 | $93-43.2% | $7,906-99.3% | $269-80.4% |