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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,055 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,672 |
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 | $53,183 | $95,417-44.3% | $135,974-60.9% | $74,460-28.6% |
| Participation rate | 92.4% | 78.2%+14.2pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 36.43% | 32.76%+3.7pp | 68.30%-31.9pp | 34.38%+2.1pp |
| Employer contribution / active EE | $2,846 | $3,878-26.6% | $4,859-41.4% | $2,638+7.9% |
| Participant deferral / active EE | $8,298 | $7,789+6.5% | $7,760+6.9% | $4,530+83.2% |
| Admin fee / account holder | $84 | $266-68.6% | $10,767-99.2% | $348-76.0% |