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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,698 |
FRAZIER & DEETER, LLC1+ years Service code 10 · EIN 58-1433845 | Accounting | $25,200 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,215 |
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 | $24,500 | $54,281-54.9% | $60,547-59.5% | $59,188-58.6% |
| Participation rate | 89.2% | 66.8%+22.4pp | 68.0%+21.3pp | 69.4%+19.8pp |
| Annual return | 0.28% | 1.74%-1.5pp | 335.64%-335.4pp | 5.51%-5.2pp |
| Employer contribution / active EE | $777 | $2,031-61.8% | $2,419-67.9% | $2,098-63.0% |
| Participant deferral / active EE | $2,062 | $2,789-26.0% | $3,328-38.0% | $3,265-36.8% |
| Admin fee / account holder | $26 | $64-60.1% | $4,536-99.4% | $92-72.1% |