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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,906 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,658 |
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 | $64,796 | $91,406-29.1% | $130,062-50.2% | $74,473-13.0% |
| Participation rate | 93.9% | 77.8%+16.1pp | 78.5%+15.4pp | 70.7%+23.2pp |
| Annual return | 20.10% | 23.21%-3.1pp | -137.37%+157.5pp | 34.36%-14.3pp |
| Employer contribution / active EE | $1,398 | $2,565-45.5% | $4,322-67.7% | $2,638-47.0% |
| Participant deferral / active EE | $3,508 | $4,724-25.7% | $5,821-39.7% | $4,530-22.6% |
| Admin fee / account holder | $18 | $283-93.8% | $10,601-99.8% | $347-94.9% |