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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,132 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,788 |
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 | $107,386 | $89,123+20.5% | $102,460+4.8% | $77,762+38.1% |
| Participation rate | 74.2% | 80.9%-6.7pp | 76.5%-2.3pp | 70.6%+3.6pp |
| Annual return | 28.60% | 25.05%+3.5pp | 29.47%-0.9pp | 31.27%-2.7pp |
| Employer contribution / active EE | $3,496 | $2,700+29.5% | $3,025+15.6% | $2,728+28.2% |
| Participant deferral / active EE | $12,452 | $5,148+141.9% | $5,056+146.3% | $4,651+167.7% |
| Admin fee / account holder | $192 | $236-18.7% | $9,460-98.0% | $433-55.7% |