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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,019 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,354 |
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 | $40,636 | $95,417-57.4% | $135,974-70.1% | $74,460-45.4% |
| Participation rate | 91.6% | 78.2%+13.4pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 27.85% | 32.76%-4.9pp | 68.30%-40.5pp | 34.38%-6.5pp |
| Employer contribution / active EE | $2,622 | $3,878-32.4% | $4,859-46.0% | $2,638-0.6% |
| Participant deferral / active EE | $11,775 | $7,789+51.2% | $7,760+51.7% | $4,530+160.0% |
| Admin fee / account holder | $150 | $266-43.8% | $10,767-98.6% | $348-57.0% |