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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,802 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,441 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,278 | $122,042+201.8% | $184,260+99.9% | $74,459+394.6% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 18.21% | 19.91%-1.7pp | 28.84%-10.6pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $12,669 | $4,537+179.2% | $6,427+97.1% | $2,626+382.5% |
| Participant deferral / active EE | $31,219 | $7,143+337.1% | $9,133+241.8% | $4,350+617.7% |
| Admin fee / account holder | $251 | $1,252-79.9% | $13,898-98.2% | $1,945-87.1% |