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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 | $106,247+76.6% | $147,096+27.5% | $77,714+141.4% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 20.94% | 56.87%-35.9pp | 419.75%-398.8pp | 31.26%-10.3pp |
| Employer contribution / active EE | $8,070 | $4,069+98.3% | $4,936+63.5% | $2,727+196.0% |
| Participant deferral / active EE | $15,106 | $7,996+88.9% | $8,071+87.2% | $4,649+224.9% |
| Admin fee / account holder | $118 | $338-65.3% | $13,005-99.1% | $433-72.9% |