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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141,645 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,224 |
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 | $72,550 | $115,744-37.3% | $100,415-27.7% | $200,096-63.7% |
| Participation rate | 80.4% | 85.7%-5.2pp | 81.5%-1.1pp | 72.0%+8.4pp |
| Annual return | 19.03% | 17.79%+1.2pp | 49.47%-30.4pp | 34.26%-15.2pp |
| Employer contribution / active EE | $3,012 | $3,657-17.7% | $3,943-23.6% | $3,038-0.9% |
| Participant deferral / active EE | $7,744 | $9,844-21.3% | $8,091-4.3% | $5,090+52.1% |
| Admin fee / account holder | $112 | $93+20.4% | $7,906-98.6% | $269-58.5% |