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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,869 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,529 |
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 | $50,241 | $101,523-50.5% | $141,177-64.4% | $77,775-35.4% |
| Participation rate | 97.1% | 77.4%+19.7pp | 82.5%+14.6pp | 73.2%+23.9pp |
| Annual return | 29.68% | 56.22%-26.5pp | 71.40%-41.7pp | 32.58%-2.9pp |
| Employer contribution / active EE | $2,417 | $3,341-27.6% | $4,736-49.0% | $2,504-3.5% |
| Participant deferral / active EE | $7,842 | $6,434+21.9% | $6,710+16.9% | $3,966+97.7% |
| Admin fee / account holder | $60 | $92-34.6% | $10,263-99.4% | $100-40.2% |