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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,254 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $246,649 | $102,661+140.3% | $151,628+62.7% | $66,930+268.5% |
| Participation rate | 95.5% | 85.5%+10.0pp | 87.5%+8.0pp | 69.8%+25.7pp |
| Annual return | -18.45% | -10.81%-7.6pp | 3.34%-21.8pp | 1.57%-20.0pp |
| Employer contribution / active EE | $9,040 | $4,184+116.1% | $6,165+46.6% | $2,545+255.2% |
| Participant deferral / active EE | $25,030 | $6,645+276.7% | $8,363+199.3% | $4,238+490.6% |
| Admin fee / account holder | $181 | $630-71.4% | $11,613-98.4% | $593-69.6% |