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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,700 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,267 |
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 | $108,275 | $47,278+129.0% | $124,694-13.2% | $93,010+16.4% |
| Participation rate | 92.1% | 51.1%+41.1pp | 74.6%+17.5pp | 73.9%+18.2pp |
| Annual return | 14.48% | 15.27%-0.8pp | 5144.82%-5130.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $2,098 | $937+123.8% | $3,325-36.9% | $2,705-22.4% |
| Participant deferral / active EE | $4,271 | $1,786+139.1% | $4,615-7.5% | $4,561-6.4% |
| Admin fee / account holder | $64 | $108-40.7% | $7,495-99.1% | $152-57.7% |