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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,696 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,611 |
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 | $85,679 | $107,045-20.0% | $108,745-21.2% | $63,975+33.9% |
| Participation rate | 77.5% | 81.9%-4.4pp | 77.7%-0.1pp | 71.1%+6.4pp |
| Annual return | 24.42% | 18.14%+6.3pp | 46.22%-21.8pp | 48.65%-24.2pp |
| Employer contribution / active EE | $2,805 | $2,651+5.8% | $3,323-15.6% | $2,182+28.6% |
| Participant deferral / active EE | $6,242 | $4,292+45.4% | $5,121+21.9% | $3,356+86.0% |
| Admin fee / account holder | $80 | $67+19.0% | $6,144-98.7% | $70+13.4% |