| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,265,716 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,268 |
TEJERA & ASSOCIATES, LLC1 year Service code 16 · EIN 20-3001362 | Consulting | $75,933 |
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 | $112,468 | $139,618-19.4% | $100,540+11.9% | $106,273+5.8% |
| Participation rate | 98.5% | 83.2%+15.3pp | 79.4%+19.1pp | 70.8%+27.7pp |
| Annual return | 35.21% | 22.24%+13.0pp | 30.90%+4.3pp | 21.70%+13.5pp |
| Employer contribution / active EE | $4,630 | $3,379+37.0% | $3,419+35.4% | $2,722+70.1% |
| Participant deferral / active EE | $14,707 | $8,459+73.9% | $6,272+134.5% | $4,601+219.6% |
| Admin fee / account holder | $37 | $91-58.9% | $8,082-99.5% | $78-52.4% |