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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,317 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $62,392 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,165 |
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 | $33,216 | $58,336-43.1% | $97,295-65.9% | $200,096-83.4% |
| Participation rate | 88.5% | 63.8%+24.8pp | 72.7%+15.9pp | 72.0%+16.5pp |
| Annual return | 37.95% | 32.81%+5.1pp | 75.62%-37.7pp | 34.26%+3.7pp |
| Employer contribution / active EE | $1,870 | $1,416+32.0% | $2,723-31.3% | $3,038-38.4% |
| Participant deferral / active EE | $8,023 | $3,240+147.6% | $4,264+88.2% | $5,090+57.6% |
| Admin fee / account holder | $128 | $114+12.1% | $5,646-97.7% | $269-52.5% |