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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,356 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,155 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $13,333 |
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 | $70,557 | $106,110-33.5% | $147,005-52.0% | $77,671-9.2% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.7pp |
| Annual return | 24.22% | 56.77%-32.6pp | 418.76%-394.5pp | 31.21%-7.0pp |
| Employer contribution / active EE | $5,126 | $4,065+26.1% | $4,934+3.9% | $2,726+88.0% |
| Participant deferral / active EE | $15,041 | $7,992+88.2% | $8,070+86.4% | $4,648+223.6% |
| Admin fee / account holder | $161 | $338-52.4% | $13,006-98.8% | $430-62.6% |