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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $109,314 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $49,374 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,121 |
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 | $29,177 | $47,180-38.2% | $149,723-80.5% | $74,473-60.8% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.7pp | 70.7%+22.7pp |
| Annual return | 24.78% | 22.75%+2.0pp | 134.50%-109.7pp | 34.36%-9.6pp |
| Employer contribution / active EE | $1,897 | $1,907-0.5% | $4,821-60.7% | $2,638-28.1% |
| Participant deferral / active EE | $5,378 | $2,730+97.0% | $5,682-5.4% | $4,530+18.7% |
| Admin fee / account holder | $169 | $343-50.9% | $13,215-98.7% | $347-51.4% |