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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,511 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,644 |
Filed as: WEINBERG & COMPANY Service code 10 · EIN 27-4113811 | Accounting | $11,691 |
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 | $123,183 | $88,515+39.2% | $162,185-24.0% | $67,584+82.3% |
| Participation rate | 78.6% | 86.8%-8.2pp | 87.6%-8.9pp | 71.3%+7.4pp |
| Annual return | 27.89% | 27.04%+0.9pp | 115.61%-87.7pp | 378.59%-350.7pp |
| Employer contribution / active EE | $1,659 | $3,563-53.4% | $5,613-70.4% | $2,148-22.8% |
| Participant deferral / active EE | $9,890 | $5,724+72.8% | $7,297+35.5% | $3,540+179.4% |
| Admin fee / account holder | $52 | $124-57.7% | $10,844-99.5% | $142-63.2% |