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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,708 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,112 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
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 | $237,932 | $61,338+287.9% | $149,717+58.9% | $71,495+232.8% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 23.47% | 35.86%-12.4pp | 134.41%-110.9pp | 28.85%-5.4pp |
| Employer contribution / active EE | $16,968 | $2,381+612.6% | $4,820+252.0% | $2,589+555.3% |
| Participant deferral / active EE | $29,995 | $2,919+927.5% | $5,682+427.9% | $4,291+599.0% |
| Admin fee / account holder | $157 | $1,263-87.6% | $13,213-98.8% | $1,588-90.1% |