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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,664 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,402 |
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 | $82,935 | $106,110-21.8% | $147,005-43.6% | $77,671+6.8% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 17.04% | 56.77%-39.7pp | 418.76%-401.7pp | 31.21%-14.2pp |
| Employer contribution / active EE | $7,907 | $4,065+94.5% | $4,934+60.2% | $2,726+190.0% |
| Participant deferral / active EE | $15,515 | $7,992+94.1% | $8,070+92.3% | $4,648+233.8% |
| Admin fee / account holder | $141 | $338-58.4% | $13,006-98.9% | $430-67.3% |