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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,944 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,838 |
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 | $79,749 | $45,000+77.2% | $143,799-44.5% | $77,906+2.4% |
| Participation rate | 92.9% | 66.8%+26.1pp | 80.3%+12.6pp | 73.7%+19.2pp |
| Annual return | 15.75% | 29.03%-13.3pp | -0.04%+15.8pp | 12.16%+3.6pp |
| Employer contribution / active EE | $3,518 | $1,870+88.2% | $4,952-29.0% | $2,846+23.6% |
| Participant deferral / active EE | $4,918 | $3,157+55.8% | $5,638-12.8% | $4,805+2.3% |
| Admin fee / account holder | $56 | $98-42.7% | $14,677-99.6% | $133-57.5% |