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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,768 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,904 |
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 | $160,252 | $55,449+189.0% | $83,850+91.1% | $56,287+184.7% |
| Participation rate | 96.2% | 68.0%+28.2pp | 76.1%+20.1pp | 69.9%+26.4pp |
| Annual return | -1.54% | -1.38%-0.2pp | 850.92%-852.5pp | -9.96%+8.4pp |
| Employer contribution / active EE | $8,859 | $2,430+264.5% | $3,631+144.0% | $2,111+319.7% |
| Participant deferral / active EE | $7,602 | $2,935+159.0% | $4,082+86.2% | $3,350+126.9% |
| Admin fee / account holder | $194 | $656-70.4% | $5,478-96.5% | $521-62.7% |