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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,406 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,560 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,381 | $144,879-79.7% | $111,308-73.6% | $93,010-68.4% |
| Participation rate | 92.4% | 86.1%+6.3pp | 77.3%+15.1pp | 73.9%+18.5pp |
| Annual return | 21.40% | 18.11%+3.3pp | 54.67%-33.3pp | 158.70%-137.3pp |
| Employer contribution / active EE | $2,915 | $3,052-4.5% | $2,732+6.7% | $2,705+7.8% |
| Participant deferral / active EE | $4,224 | $5,576-24.2% | $4,487-5.9% | $4,561-7.4% |
| Admin fee / account holder | $109 | $104+5.1% | $7,965-98.6% | $152-28.3% |