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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,492 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,431 |
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 | $77,746 | $122,219-36.4% | $147,096-47.1% | $199,921-61.1% |
| Participation rate | 90.3% | 78.3%+12.0pp | 82.2%+8.1pp | 72.0%+18.3pp |
| Annual return | 25.80% | 30.59%-4.8pp | 419.75%-393.9pp | 34.28%-8.5pp |
| Employer contribution / active EE | $1,280 | $4,096-68.7% | $4,936-74.1% | $3,035-57.8% |
| Participant deferral / active EE | $15,840 | $8,503+86.3% | $8,071+96.3% | $5,089+211.3% |
| Admin fee / account holder | $77 | $179-57.1% | $13,005-99.4% | $269-71.4% |