| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $378,780 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $231,518 |
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 | $119,335 | $56,095+112.7% | $178,510-33.1% | $90,274+32.2% |
| Participation rate | 98.0% | 65.6%+32.5pp | 81.9%+16.1pp | 73.4%+24.7pp |
| Annual return | 15.88% | 28.81%-12.9pp | 151.13%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,448 | $1,572+182.9% | $5,011-11.2% | $2,523+76.3% |
| Participant deferral / active EE | $7,366 | $2,669+176.0% | $5,202+41.6% | $4,231+74.1% |
| Admin fee / account holder | $102 | $101+0.9% | $13,988-99.3% | $114-11.0% |