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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,578 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,363 |
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 | $52,637 | $56,095-6.2% | $178,503-70.5% | $90,274-41.7% |
| Participation rate | 98.9% | 65.6%+33.3pp | 81.9%+16.9pp | 73.4%+25.5pp |
| Annual return | 20.00% | 28.81%-8.8pp | 151.12%-131.1pp | 53.97%-34.0pp |
| Employer contribution / active EE | $1,894 | $1,572+20.4% | $5,011-62.2% | $2,523-25.0% |
| Participant deferral / active EE | $3,359 | $2,669+25.9% | $5,202-35.4% | $4,231-20.6% |
| Admin fee / account holder | $85 | $101-15.5% | $13,987-99.4% | $114-25.4% |