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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,986 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,895 | $79,519-36.0% | $95,952-47.0% | $73,409-30.7% |
| Participation rate | 93.0% | 81.2%+11.8pp | 77.1%+15.9pp | 72.2%+20.8pp |
| Annual return | 17.41% | 19.20%-1.8pp | 91.61%-74.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $598 | $2,048-70.8% | $2,541-76.5% | $2,234-73.2% |
| Participant deferral / active EE | $4,406 | $4,138+6.5% | $4,167+5.7% | $3,805+15.8% |
| Admin fee / account holder | $128 | $184-30.8% | $6,795-98.1% | $158-19.2% |