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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,836 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,256 |
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 | $33,690 | $82,163-59.0% | $125,381-73.1% | $64,819-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.00% | 3.49%-20.5pp | 572.31%-589.3pp | 32.84%-49.8pp |
| Employer contribution / active EE | $5,250 | $3,616+45.2% | $4,815+9.0% | $2,507+109.4% |
| Participant deferral / active EE | $10,649 | $7,175+48.4% | $7,448+43.0% | $4,311+147.0% |
| Admin fee / account holder | $102 | $163-37.2% | $10,007-99.0% | $188-45.5% |