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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 | $122,259-36.4% | $147,005-47.1% | $199,768-61.1% |
| Participation rate | 90.3% | 78.3%+12.0pp | 82.2%+8.1pp | 72.0%+18.3pp |
| Annual return | 25.80% | 30.58%-4.8pp | 418.76%-393.0pp | 34.26%-8.5pp |
| Employer contribution / active EE | $1,280 | $4,097-68.8% | $4,934-74.1% | $3,037-57.8% |
| Participant deferral / active EE | $15,840 | $8,504+86.2% | $8,070+96.3% | $5,090+211.2% |
| Admin fee / account holder | $77 | $179-57.0% | $13,006-99.4% | $269-71.4% |