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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,647 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,676 |
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 | $46,242 | $87,621-47.2% | $86,439-46.5% | $77,906-40.6% |
| Participation rate | 77.5% | 85.8%-8.3pp | 80.3%-2.9pp | 73.7%+3.8pp |
| Annual return | -16.38% | -13.90%-2.5pp | 4395.55%-4411.9pp | 12.16%-28.5pp |
| Employer contribution / active EE | $3,177 | $3,474-8.5% | $3,769-15.7% | $2,846+11.6% |
| Participant deferral / active EE | $6,586 | $8,645-23.8% | $6,952-5.3% | $4,805+37.1% |
| Admin fee / account holder | $86 | $85+1.1% | $6,732-98.7% | $133-35.4% |