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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,427 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,598 |
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 | $128,840 | $138,427-6.9% | $97,995+31.5% | $69,631+85.0% |
| Participation rate | 75.6% | 90.0%-14.3pp | 82.4%-6.7pp | 70.7%+5.0pp |
| Annual return | 15.62% | 26.21%-10.6pp | 23.94%-8.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,227 | $4,858-54.2% | $4,158-46.4% | $2,032+9.6% |
| Participant deferral / active EE | $5,939 | $7,165-17.1% | $5,097+16.5% | $3,224+84.2% |
| Admin fee / account holder | $143 | $101+41.9% | $5,943-97.6% | $110+29.4% |