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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $237,830 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,233 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $15,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,463 | $107,415-42.8% | $135,998-54.8% | $80,187-23.3% |
| Participation rate | 92.2% | 78.0%+14.2pp | 81.9%+10.3pp | 72.9%+19.3pp |
| Annual return | 40.54% | 91.99%-51.4pp | 68.37%-27.8pp | 40.40%+0.1pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $19,079 | $8,189+133.0% | $7,761+145.8% | $5,016+280.3% |
| Admin fee / account holder | $68 | $127-46.8% | $10,769-99.4% | $145-53.4% |