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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150,184 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,263 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,030 | $95,388-41.3% | $125,363-55.3% | $77,906-28.1% |
| Participation rate | 96.5% | 78.6%+17.9pp | 82.4%+14.1pp | 73.7%+22.8pp |
| Annual return | -17.50% | 116.19%-133.7pp | 572.15%-589.6pp | 12.16%-29.7pp |
| Employer contribution / active EE | $2,415 | $3,666-34.1% | $4,815-49.8% | $2,846-15.1% |
| Participant deferral / active EE | $9,049 | $7,711+17.4% | $7,447+21.5% | $4,805+88.3% |
| Admin fee / account holder | $76 | $119-35.9% | $10,005-99.2% | $133-42.6% |