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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $202,134 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,768 |
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 | $86,977 | $122,259-28.9% | $147,005-40.8% | $199,768-56.5% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 17.08% | 30.58%-13.5pp | 418.76%-401.7pp | 34.26%-17.2pp |
| Employer contribution / active EE | $1,968 | $4,097-52.0% | $4,934-60.1% | $3,037-35.2% |
| Participant deferral / active EE | $9,803 | $8,504+15.3% | $8,070+21.5% | $5,090+92.6% |
| Admin fee / account holder | $101 | $179-43.6% | $13,006-99.2% | $269-62.5% |