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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,530 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,281 |
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 | $45,429 | $34,220+32.8% | $73,836-38.5% | $59,188-23.2% |
| Participation rate | 94.0% | 59.1%+34.9pp | 73.4%+20.6pp | 69.4%+24.6pp |
| Annual return | -0.22% | 3.36%-3.6pp | 2268.06%-2268.3pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,351 | $1,480-8.7% | $2,787-51.5% | $2,098-35.6% |
| Participant deferral / active EE | $3,648 | $2,035+79.3% | $3,583+1.8% | $3,265+11.7% |
| Admin fee / account holder | $25 | $64-61.7% | $4,882-99.5% | $92-73.4% |