| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,218,823 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $433,168 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,279 | $159,295-22.6% | $108,421+13.7% | $106,520+15.7% |
| Participation rate | 97.8% | 85.5%+12.2pp | 80.1%+17.6pp | 71.3%+26.4pp |
| Annual return | 27.35% | 17.79%+9.6pp | 905.61%-878.3pp | 19.28%+8.1pp |
| Employer contribution / active EE | $4,612 | $3,803+21.3% | $3,560+29.6% | $2,840+62.4% |
| Participant deferral / active EE | $14,873 | $9,392+58.4% | $6,564+126.6% | $4,948+200.6% |
| Admin fee / account holder | $32 | $99-67.1% | $7,298-99.6% | $75-56.4% |