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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,127 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,865 |
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 | $140,908 | $111,608+26.3% | $177,839-20.8% | $73,415+91.9% |
| Participation rate | 84.2% | 87.9%-3.7pp | 87.7%-3.6pp | 72.2%+12.0pp |
| Annual return | 25.59% | 18.23%+7.4pp | 48.33%-22.7pp | 59.30%-33.7pp |
| Employer contribution / active EE | $1,850 | $3,796-51.3% | $5,919-68.7% | $2,234-17.2% |
| Participant deferral / active EE | $10,586 | $6,199+70.8% | $7,714+37.2% | $3,806+178.1% |
| Admin fee / account holder | $53 | $166-67.9% | $12,432-99.6% | $158-66.4% |