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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,879 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,961 |
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 | $81,750 | $84,993-3.8% | $130,026-37.1% | $80,149+2.0% |
| Participation rate | 94.1% | 79.5%+14.5pp | 78.5%+15.6pp | 72.9%+21.1pp |
| Annual return | 19.25% | 23.76%-4.5pp | -137.26%+156.5pp | 40.39%-21.1pp |
| Employer contribution / active EE | $2,653 | $3,051-13.1% | $4,321-38.6% | $2,977-10.9% |
| Participant deferral / active EE | $7,953 | $4,984+59.6% | $5,821+36.6% | $5,015+58.6% |
| Admin fee / account holder | $93 | $391-76.2% | $10,608-99.1% | $145-35.9% |