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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $294,682 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,330 |
KESTRA INVESTMENT SERVICES LLC8+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
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 | $51,456 | $95,388-46.1% | $125,381-59.0% | $77,906-34.0% |
| Participation rate | 81.9% | 78.6%+3.3pp | 82.4%-0.5pp | 73.7%+8.2pp |
| Annual return | -17.16% | 116.19%-133.3pp | 572.31%-589.5pp | 12.16%-29.3pp |
| Employer contribution / active EE | $5,839 | $3,666+59.3% | $4,815+21.3% | $2,846+105.1% |
| Participant deferral / active EE | $12,997 | $7,711+68.6% | $7,448+74.5% | $4,805+170.5% |
| Admin fee / account holder | $110 | $119-7.6% | $10,007-98.9% | $133-17.2% |