Filed January 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,369 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,914 | $112,686-22.9% | $169,993-48.9% | $80,160+8.4% |
| Participation rate | 95.7% | 87.4%+8.3pp | 87.0%+8.7pp | 72.9%+22.8pp |
| Annual return | 19.86% | 67.04%-47.2pp | 53.37%-33.5pp | 40.38%-20.5pp |
| Employer contribution / active EE | $4,093 | $4,481-8.7% | $6,785-39.7% | $2,978+37.4% |
| Participant deferral / active EE | $7,907 | $7,876+0.4% | $10,408-24.0% | $5,017+57.6% |
| Admin fee / account holder | $53 | $99-46.7% | $12,815-99.6% | $145-63.6% |