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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,128 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,749 |
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 | $166,456 | $95,369+74.5% | $135,942+22.4% | $74,440+123.6% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 24.36% | 32.72%-8.4pp | 68.28%-43.9pp | 34.37%-10.0pp |
| Employer contribution / active EE | $17,178 | $3,878+343.0% | $4,858+253.6% | $2,638+551.2% |
| Participant deferral / active EE | $15,940 | $7,788+104.7% | $7,759+105.4% | $4,529+252.0% |
| Admin fee / account holder | $126 | $266-52.7% | $10,764-98.8% | $348-63.8% |