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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,540 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,541 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,708 | $58,726+224.7% | $92,240+106.8% | $62,293+206.1% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 16.45% | 43.62%-27.2pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $9,632 | $2,392+302.7% | $3,680+161.8% | $2,042+371.6% |
| Participant deferral / active EE | $7,638 | $2,766+176.2% | $3,897+96.0% | $3,169+141.0% |
| Admin fee / account holder | $202 | $556-63.7% | $5,194-96.1% | $479-57.8% |