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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,530 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,342 | $143,525-40.5% | $379,746-77.5% | $90,274-5.5% |
| Participation rate | 58.3% | 82.9%-24.7pp | 78.4%-20.2pp | 73.4%-15.1pp |
| Annual return | 15.42% | 18.97%-3.5pp | 34.90%-19.5pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,969 | $3,201-38.5% | $3,540-44.4% | $2,523-22.0% |
| Participant deferral / active EE | $3,933 | $5,231-24.8% | $6,024-34.7% | $4,231-7.0% |
| Admin fee / account holder | $27 | $100-73.3% | $7,927-99.7% | $114-76.5% |