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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $399,638 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,434 |
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 | $116,359 | $118,464-1.8% | $96,564+20.5% | $103,657+12.3% |
| Participation rate | 99.6% | 89.0%+10.6pp | 76.0%+23.6pp | 73.4%+26.2pp |
| Annual return | 20.40% | 18.79%+1.6pp | 25.89%-5.5pp | 33.13%-12.7pp |
| Employer contribution / active EE | $9,306 | $4,210+121.0% | $2,967+213.7% | $3,216+189.4% |
| Participant deferral / active EE | $8,977 | $7,277+23.4% | $4,852+85.0% | $5,218+72.0% |
| Admin fee / account holder | $96 | $81+18.9% | $8,256-98.8% | $114-15.5% |