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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,901 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,131 |
FRAZIER & DEETER, LLC3+ years Service code 10 · EIN 58-1433845 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,098 | $65,292+34.9% | $71,671+22.9% | $77,958+13.0% |
| Participation rate | 93.5% | 67.4%+26.1pp | 68.7%+24.8pp | 71.6%+21.9pp |
| Annual return | 11.93% | 21.25%-9.3pp | 20.65%-8.7pp | 20.87%-8.9pp |
| Employer contribution / active EE | $1,860 | $2,085-10.8% | $2,460-24.4% | $2,310-19.5% |
| Participant deferral / active EE | $5,507 | $3,008+83.1% | $3,438+60.2% | $3,537+55.7% |
| Admin fee / account holder | $51 | $84-39.9% | $5,558-99.1% | $97-47.9% |