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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,236 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,171 |
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 | $62,139 | $100,272-38.0% | $170,043-63.5% | $74,460-16.5% |
| Participation rate | 79.1% | 87.4%-8.2pp | 87.0%-7.9pp | 70.7%+8.4pp |
| Annual return | 92.53% | 66.12%+26.4pp | 53.40%+39.1pp | 34.38%+58.1pp |
| Employer contribution / active EE | $3,462 | $4,266-18.8% | $6,790-49.0% | $2,638+31.2% |
| Participant deferral / active EE | $7,667 | $7,147+7.3% | $10,410-26.4% | $4,530+69.3% |
| Admin fee / account holder | $154 | $235-34.4% | $12,824-98.8% | $348-55.7% |