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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL Service code 27 · EIN 82-0759826 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,456 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,688 |
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 | $77,905 | $48,064+62.1% | $78,778-1.1% | $69,631+11.9% |
| Participation rate | 79.1% | 61.6%+17.5pp | 69.2%+9.9pp | 70.7%+8.4pp |
| Annual return | 17.57% | 21.81%-4.2pp | 35.62%-18.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,091 | $744+181.3% | $1,986+5.3% | $2,032+2.9% |
| Participant deferral / active EE | $3,953 | $2,079+90.1% | $2,958+33.6% | $3,224+22.6% |
| Admin fee / account holder | $250 | $152+64.3% | $5,134-95.1% | $110+126.1% |