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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,645 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $56,067 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,908 |
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 | $75,678 | $90,064-16.0% | $100,415-24.6% | $77,762-2.7% |
| Participation rate | 91.8% | 81.3%+10.5pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 22.99% | 20.61%+2.4pp | 49.47%-26.5pp | 31.27%-8.3pp |
| Employer contribution / active EE | $3,535 | $3,043+16.2% | $3,943-10.3% | $2,728+29.6% |
| Participant deferral / active EE | $13,767 | $8,282+66.2% | $8,091+70.1% | $4,651+196.0% |
| Admin fee / account holder | $284 | $172+65.0% | $7,906-96.4% | $433-34.4% |