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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $379,251 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $341,178 |
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 | $100,512 | $106,087-5.3% | $86,717+15.9% | $78,104+28.7% |
| Participation rate | 99.1% | 89.6%+9.6pp | 76.6%+22.5pp | 74.5%+24.6pp |
| Annual return | -17.50% | -14.87%-2.6pp | 35.97%-53.5pp | 10.90%-28.4pp |
| Employer contribution / active EE | $8,663 | $4,110+110.8% | $2,837+205.3% | $3,128+177.0% |
| Participant deferral / active EE | $8,354 | $6,851+22.0% | $4,657+79.4% | $5,089+64.2% |
| Admin fee / account holder | $101 | $81+24.6% | $7,494-98.6% | $79+28.2% |