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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,525 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,897 |
FRAZIER & DEETER, LLC4+ years Service code 10 · EIN 58-1433845 | Accounting | $17,400 |
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 | $26,706 | $57,606-53.6% | $67,313-60.3% | $75,289-64.5% |
| Participation rate | 93.5% | 68.2%+25.2pp | 69.1%+24.4pp | 72.4%+21.0pp |
| Annual return | -5.81% | -0.47%-5.3pp | -4.08%-1.7pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,451 | $2,206-34.2% | $2,566-43.4% | $2,405-39.6% |
| Participant deferral / active EE | $2,532 | $3,195-20.7% | $3,568-29.0% | $3,739-32.3% |
| Admin fee / account holder | $38 | $83-53.8% | $4,507-99.2% | $102-62.6% |