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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 | $106,247-48.9% | $147,096-63.1% | $77,714-30.1% |
| Participation rate | 87.5% | 78.4%+9.1pp | 82.2%+5.3pp | 70.6%+16.9pp |
| Annual return | 19.85% | 56.87%-37.0pp | 419.75%-399.9pp | 31.26%-11.4pp |
| Employer contribution / active EE | $2,539 | $4,069-37.6% | $4,936-48.6% | $2,727-6.9% |
| Participant deferral / active EE | $11,678 | $7,996+46.1% | $8,071+44.7% | $4,649+151.2% |
| Admin fee / account holder | $209 | $338-38.1% | $13,005-98.4% | $433-51.7% |