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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,678 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $47,764 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,890 |
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 | $82,850 | $106,247-22.0% | $147,096-43.7% | $77,714+6.6% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 19.89% | 56.87%-37.0pp | 419.75%-399.9pp | 31.26%-11.4pp |
| Employer contribution / active EE | $4,417 | $4,069+8.5% | $4,936-10.5% | $2,727+62.0% |
| Participant deferral / active EE | $17,945 | $7,996+124.4% | $8,071+122.3% | $4,649+286.0% |
| Admin fee / account holder | $123 | $338-63.6% | $13,005-99.1% | $433-71.6% |