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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,528 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,414 |
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 | $98,453 | $41,774+135.7% | $118,914-17.2% | $90,274+9.1% |
| Participation rate | 94.5% | 55.0%+39.6pp | 75.4%+19.1pp | 73.4%+21.2pp |
| Annual return | 42.15% | 16.64%+25.5pp | 35.89%+6.3pp | 53.97%-11.8pp |
| Employer contribution / active EE | $2,699 | $986+173.8% | $3,264-17.3% | $2,523+7.0% |
| Participant deferral / active EE | $4,090 | $1,683+143.0% | $4,266-4.1% | $4,231-3.3% |
| Admin fee / account holder | $56 | $85-34.0% | $6,582-99.2% | $114-51.0% |