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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,184 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,280 |
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 | $41,389 | $82,163-49.6% | $125,381-67.0% | $64,819-36.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.6pp |
| Annual return | -0.96% | 3.49%-4.4pp | 572.31%-573.3pp | 32.84%-33.8pp |
| Employer contribution / active EE | $4,054 | $3,616+12.1% | $4,815-15.8% | $2,507+61.7% |
| Participant deferral / active EE | $12,973 | $7,175+80.8% | $7,448+74.2% | $4,311+200.9% |
| Admin fee / account holder | $174 | $163+6.3% | $10,007-98.3% | $188-7.6% |