| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,380,494 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $769,290 |
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 | $103,262 | $125,578-17.8% | $86,460+19.4% | $89,433+15.5% |
| Participation rate | 98.9% | 86.1%+12.8pp | 80.3%+18.6pp | 71.3%+27.7pp |
| Annual return | -16.23% | -16.42%+0.2pp | 4399.82%-4416.1pp | -11.88%-4.3pp |
| Employer contribution / active EE | $5,214 | $4,137+26.0% | $3,771+38.3% | $3,021+72.6% |
| Participant deferral / active EE | $17,487 | $9,976+75.3% | $6,954+151.5% | $5,125+241.2% |
| Admin fee / account holder | $38 | $94-59.2% | $6,727-99.4% | $79-51.6% |