| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,019,567 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,471 |
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 | $98,290 | $116,243-15.4% | $91,994+6.8% | $89,609+9.7% |
| Participation rate | 99.8% | 84.8%+15.0pp | 78.6%+21.2pp | 69.6%+30.2pp |
| Annual return | 31.29% | 23.75%+7.5pp | 69.04%-37.8pp | 33.65%-2.4pp |
| Employer contribution / active EE | $4,799 | $3,226+48.8% | $3,453+39.0% | $2,584+85.7% |
| Participant deferral / active EE | $14,242 | $7,519+89.4% | $5,924+140.4% | $4,222+237.3% |
| Admin fee / account holder | $32 | $82-61.3% | $7,744-99.6% | $72-55.5% |