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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $261,389 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,949 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,980 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $45,625 |
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 | $59,412 | $85,144-30.2% | $130,062-54.3% | $80,169-25.9% |
| Participation rate | 91.8% | 79.5%+12.3pp | 78.5%+13.3pp | 72.9%+18.9pp |
| Annual return | 18.87% | 23.78%-4.9pp | -137.37%+156.2pp | 40.39%-21.5pp |
| Employer contribution / active EE | $2,174 | $3,059-28.9% | $4,322-49.7% | $2,978-27.0% |
| Participant deferral / active EE | $6,440 | $4,992+29.0% | $5,821+10.6% | $5,016+28.4% |
| Admin fee / account holder | $144 | $392-63.4% | $10,601-98.6% | $145-1.0% |