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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,962 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,386 |
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 | $158,443 | $100,801+57.2% | $149,715+5.8% | $73,412+115.8% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.9pp | 72.2%+21.2pp |
| Annual return | 15.57% | 265.34%-249.8pp | 276.66%-261.1pp | 59.30%-43.7pp |
| Employer contribution / active EE | $7,148 | $3,312+115.8% | $4,645+53.9% | $2,234+220.0% |
| Participant deferral / active EE | $12,872 | $6,404+101.0% | $6,842+88.1% | $3,806+238.2% |
| Admin fee / account holder | $115 | $181-36.4% | $9,310-98.8% | $158-27.2% |