| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $676,327 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,718 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $44,520 |
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 | $48,747 | $106,994-54.4% | $135,998-64.2% | $96,393-49.4% |
| Participation rate | 93.9% | 72.5%+21.3pp | 81.9%+11.9pp | 71.3%+22.6pp |
| Annual return | 20.93% | 26.64%-5.7pp | 68.37%-47.4pp | 22.88%-2.0pp |
| Employer contribution / active EE | $1,780 | $3,391-47.5% | $4,860-63.4% | $3,239-45.0% |
| Participant deferral / active EE | $6,561 | $7,968-17.7% | $7,761-15.5% | $5,455+20.3% |
| Admin fee / account holder | $71 | $79-9.8% | $10,769-99.3% | $74-3.5% |