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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $143,236 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,947 |
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 | $54,338 | $106,264-48.9% | $147,117-63.1% | $77,762-30.1% |
| Participation rate | 87.5% | 78.4%+9.0pp | 82.2%+5.3pp | 70.6%+16.9pp |
| Annual return | 19.85% | 56.94%-37.1pp | 420.54%-400.7pp | 31.27%-11.4pp |
| Employer contribution / active EE | $2,539 | $4,074-37.7% | $4,932-48.5% | $2,728-6.9% |
| Participant deferral / active EE | $11,678 | $8,003+45.9% | $8,065+44.8% | $4,651+151.1% |
| Admin fee / account holder | $209 | $334-37.4% | $12,993-98.4% | $433-51.6% |