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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,366 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,065 |
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 | $44,140 | $101,523-56.5% | $141,197-68.7% | $77,775-43.2% |
| Participation rate | 92.1% | 77.4%+14.7pp | 82.5%+9.6pp | 73.2%+18.9pp |
| Annual return | 23.97% | 56.22%-32.3pp | 71.41%-47.4pp | 32.58%-8.6pp |
| Employer contribution / active EE | $1,860 | $3,341-44.3% | $4,736-60.7% | $2,504-25.7% |
| Participant deferral / active EE | $4,636 | $6,434-27.9% | $6,710-30.9% | $3,966+16.9% |
| Admin fee / account holder | $89 | $92-3.0% | $10,265-99.1% | $100-11.2% |