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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,089 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,844 |
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 | $93,599 | $79,519+17.7% | $95,960-2.5% | $73,412+27.5% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 16.87% | 19.20%-2.3pp | 91.63%-74.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $2,619 | $2,048+27.9% | $2,541+3.0% | $2,234+17.2% |
| Participant deferral / active EE | $7,665 | $4,138+85.2% | $4,167+84.0% | $3,806+101.4% |
| Admin fee / account holder | $111 | $184-39.9% | $6,797-98.4% | $158-29.8% |