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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,875 |
WEB494J1 year Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,667 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,593 |
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 | $186,981 | $107,415+74.1% | $135,998+37.5% | $80,187+133.2% |
| Participation rate | 97.8% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 20.42% | 91.99%-71.6pp | 68.37%-48.0pp | 40.40%-20.0pp |
| Employer contribution / active EE | $4,642 | $3,878+19.7% | $4,860-4.5% | $2,980+55.8% |
| Participant deferral / active EE | $19,535 | $8,189+138.5% | $7,761+151.7% | $5,016+289.4% |
| Admin fee / account holder | $89 | $127-29.8% | $10,769-99.2% | $145-38.5% |