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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,966 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,005 |
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 | $57,206 | $95,417-40.0% | $135,974-57.9% | $74,460-23.2% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+22.9pp |
| Annual return | 28.71% | 32.76%-4.1pp | 68.30%-39.6pp | 34.38%-5.7pp |
| Employer contribution / active EE | $4,126 | $3,878+6.4% | $4,859-15.1% | $2,638+56.4% |
| Participant deferral / active EE | $12,981 | $7,789+66.6% | $7,760+67.3% | $4,530+186.6% |
| Admin fee / account holder | $196 | $266-26.5% | $10,767-98.2% | $348-43.8% |