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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,409 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,159 |
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 | $62,910 | $127,481-50.7% | $149,730-58.0% | $90,274-30.3% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.5%+14.8pp | 73.4%+24.0pp |
| Annual return | 21.11% | 57.78%-36.7pp | 276.70%-255.6pp | 53.97%-32.9pp |
| Employer contribution / active EE | $2,059 | $3,448-40.3% | $4,645-55.7% | $2,523-18.4% |
| Participant deferral / active EE | $8,497 | $6,975+21.8% | $6,843+24.2% | $4,231+100.8% |
| Admin fee / account holder | $72 | $152-52.5% | $9,310-99.2% | $114-36.8% |