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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,586 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,825 |
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 | $43,061 | $75,419-42.9% | $392,568-89.0% | $67,579-36.3% |
| Participation rate | 93.0% | 74.8%+18.1pp | 78.1%+14.9pp | 71.3%+21.7pp |
| Annual return | 22.84% | 36.70%-13.9pp | 24.42%-1.6pp | 378.56%-355.7pp |
| Employer contribution / active EE | $781 | $2,636-70.4% | $3,783-79.3% | $2,148-63.6% |
| Participant deferral / active EE | $3,767 | $4,347-13.3% | $5,985-37.1% | $3,539+6.4% |
| Admin fee / account holder | $35 | $114-68.9% | $6,260-99.4% | $142-75.1% |