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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,931 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $43,459 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,823 |
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 | $28,759 | $49,940-42.4% | $95,728-70.0% | $74,440-61.4% |
| Participation rate | 99.0% | 66.8%+32.2pp | 72.3%+26.8pp | 70.7%+28.3pp |
| Annual return | 52.87% | 24.92%+27.9pp | 28.40%+24.5pp | 34.37%+18.5pp |
| Employer contribution / active EE | $2,219 | $1,639+35.4% | $2,835-21.7% | $2,638-15.9% |
| Participant deferral / active EE | $9,297 | $3,753+147.7% | $4,245+119.0% | $4,529+105.3% |
| Admin fee / account holder | $135 | $300-55.0% | $5,673-97.6% | $348-61.2% |