Filed November 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,278 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $9,111 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,051 |
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 | $44,052 | $89,067-50.5% | $102,423-57.0% | $77,714-43.3% |
| Participation rate | 83.8% | 80.9%+2.9pp | 76.5%+7.3pp | 70.6%+13.2pp |
| Annual return | 12.65% | 25.01%-12.4pp | 29.42%-16.8pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,435 | $2,699-46.8% | $3,023-52.5% | $2,727-47.4% |
| Participant deferral / active EE | $4,340 | $5,147-15.7% | $5,054-14.1% | $4,649-6.7% |
| Admin fee / account holder | $138 | $236-41.6% | $9,455-98.5% | $433-68.2% |