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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,696 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,986 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,616 | $106,230+76.6% | $147,080+27.6% | $77,736+141.3% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 20.94% | 56.91%-36.0pp | 420.17%-399.2pp | 31.26%-10.3pp |
| Employer contribution / active EE | $8,070 | $4,072+98.2% | $4,933+63.6% | $2,728+195.9% |
| Participant deferral / active EE | $15,106 | $8,001+88.8% | $8,066+87.3% | $4,651+224.8% |
| Admin fee / account holder | $118 | $338-65.3% | $12,989-99.1% | $433-72.9% |