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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,368 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,533 |
Employer contribution per participant 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 | $59,871 | $89,282-32.9% | $94,664-36.8% | $74,460-19.6% |
| Participation rate | 87.2% | 82.4%+4.7pp | 80.8%+6.3pp | 70.7%+16.4pp |
| Annual return | 35.70% | 25.96%+9.7pp | 156.84%-121.1pp | 34.38%+1.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $16,440 | $8,425+95.1% | $7,417+121.6% | $4,530+262.9% |
| Admin fee / account holder | $41 | $219-81.1% | $7,222-99.4% | $348-88.1% |