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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 | $88,982+20.7% | $102,438+4.8% | $77,671+38.3% |
| Participation rate | 74.2% | 80.9%-6.7pp | 76.5%-2.3pp | 70.6%+3.6pp |
| Annual return | 28.60% | 25.01%+3.6pp | 29.37%-0.8pp | 31.21%-2.6pp |
| Employer contribution / active EE | $3,496 | $2,698+29.6% | $3,024+15.6% | $2,726+28.2% |
| Participant deferral / active EE | $12,452 | $5,144+142.1% | $5,054+146.4% | $4,648+167.9% |
| Admin fee / account holder | $192 | $236-18.6% | $9,448-98.0% | $430-55.5% |