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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,767 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,329 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,406 | $47,456-8.5% | $172,753-74.9% | $77,775-44.2% |
| Participation rate | 99.9% | 66.3%+33.6pp | 82.6%+17.2pp | 73.2%+26.6pp |
| Annual return | 23.63% | 35.57%-11.9pp | 803.00%-779.4pp | 32.58%-8.9pp |
| Employer contribution / active EE | $1,634 | $1,574+3.8% | $5,144-68.2% | $2,504-34.7% |
| Participant deferral / active EE | $3,043 | $2,560+18.9% | $5,198-41.4% | $3,966-23.3% |
| Admin fee / account holder | $73 | $81-10.2% | $13,956-99.5% | $100-27.4% |