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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,810 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,348 |
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 | $91,453 | $110,483-17.2% | $145,433-37.1% | $79,634+14.8% |
| Participation rate | 94.2% | 71.1%+23.1pp | 82.1%+12.1pp | 62.5%+31.7pp |
| Annual return | 20.29% | 24.62%-4.3pp | 66.58%-46.3pp | 36.46%-16.2pp |
| Employer contribution / active EE | $8,350 | $4,053+106.0% | $4,554+83.3% | $2,529+230.2% |
| Participant deferral / active EE | $16,503 | $7,216+128.7% | $7,897+109.0% | $3,835+330.4% |
| Admin fee / account holder | $121 | $680-82.3% | $13,129-99.1% | $1,002-88.0% |