| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $338,442 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,262 |
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 | $89,688 | $86,338+3.9% | $91,994-2.5% | $77,775+15.3% |
| Participation rate | 93.1% | 82.9%+10.1pp | 78.6%+14.4pp | 73.2%+19.9pp |
| Annual return | 23.09% | 29.65%-6.6pp | 69.04%-45.9pp | 32.58%-9.5pp |
| Employer contribution / active EE | $2,725 | $2,988-8.8% | $3,453-21.1% | $2,504+8.8% |
| Participant deferral / active EE | $6,830 | $6,908-1.1% | $5,924+15.3% | $3,966+72.2% |
| Admin fee / account holder | $68 | $79-13.7% | $7,744-99.1% | $100-31.6% |