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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,433 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,232 |
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 | $58,846 | $102,389-42.5% | $100,528-41.5% | $90,274-34.8% |
| Participation rate | 97.8% | 84.0%+13.7pp | 79.4%+18.4pp | 73.4%+24.4pp |
| Annual return | 29.83% | 22.50%+7.3pp | 30.90%-1.1pp | 53.97%-24.1pp |
| Employer contribution / active EE | $4,563 | $3,056+49.3% | $3,419+33.5% | $2,523+80.8% |
| Participant deferral / active EE | $13,950 | $7,514+85.6% | $6,271+122.4% | $4,231+229.7% |
| Admin fee / account holder | $93 | $83+11.9% | $8,084-98.8% | $114-18.3% |