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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,224 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,281 |
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 | $57,769 | $86,897-33.5% | $151,639-61.9% | $64,819-10.9% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.5%+5.9pp | 71.5%+21.9pp |
| Annual return | -8.52% | -3.57%-5.0pp | 3.34%-11.9pp | 32.84%-41.4pp |
| Employer contribution / active EE | $6,051 | $4,010+50.9% | $6,165-1.9% | $2,507+141.4% |
| Participant deferral / active EE | $8,293 | $6,690+24.0% | $8,363-0.8% | $4,311+92.4% |
| Admin fee / account holder | $51 | $153-67.0% | $11,613-99.6% | $188-73.1% |