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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $207,703 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,715 |
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 | $74,127 | $127,481-41.9% | $149,715-50.5% | $90,274-17.9% |
| Participation rate | 95.7% | 78.2%+17.5pp | 82.5%+13.2pp | 73.4%+22.4pp |
| Annual return | 20.21% | 57.78%-37.6pp | 276.66%-256.5pp | 53.97%-33.8pp |
| Employer contribution / active EE | $2,631 | $3,448-23.7% | $4,645-43.3% | $2,523+4.3% |
| Participant deferral / active EE | $9,897 | $6,975+41.9% | $6,842+44.7% | $4,231+134.0% |
| Admin fee / account holder | $105 | $152-31.0% | $9,310-98.9% | $114-8.3% |