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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,353 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,289 | $65,118+7.9% | $76,768-8.4% | $55,725+26.1% |
| Participation rate | 96.9% | 79.6%+17.2pp | 77.0%+19.9pp | 70.9%+26.0pp |
| Annual return | -2.64% | -1.27%-1.4pp | 2.43%-5.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,935 | $1,941-0.3% | $2,485-22.1% | $2,078-6.9% |
| Participant deferral / active EE | $5,331 | $3,688+44.5% | $3,852+38.4% | $3,356+58.9% |
| Admin fee / account holder | $109 | $116-6.0% | $6,675-98.4% | $115-5.5% |