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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,749 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,227 |
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 | $70,154 | $129,227-45.7% | $184,256-61.9% | $77,762-9.8% |
| Participation rate | 80.0% | 87.4%-7.3pp | 86.8%-6.8pp | 70.6%+9.5pp |
| Annual return | 16.03% | 33.24%-17.2pp | 28.85%-12.8pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,299 | $4,412-25.2% | $6,427-48.7% | $2,728+20.9% |
| Participant deferral / active EE | $7,575 | $7,307+3.7% | $9,133-17.1% | $4,651+62.9% |
| Admin fee / account holder | $171 | $256-33.1% | $13,899-98.8% | $433-60.5% |