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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,373 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,726 |
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 | $48,068 | $96,458-50.2% | $136,298-64.7% | $77,958-38.3% |
| Participation rate | 94.7% | 75.4%+19.3pp | 81.9%+12.7pp | 71.6%+23.0pp |
| Annual return | 22.24% | 23.78%-1.5pp | 5156.27%-5134.0pp | 20.87%+1.4pp |
| Employer contribution / active EE | $2,451 | $3,144-22.0% | $4,696-47.8% | $2,310+6.1% |
| Participant deferral / active EE | $8,174 | $5,902+38.5% | $6,247+30.9% | $3,537+131.1% |
| Admin fee / account holder | $78 | $80-3.4% | $9,244-99.2% | $97-20.2% |