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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $109,820 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,313 | $70,115-8.3% | $70,565-8.9% | $80,169-19.8% |
| Participation rate | 50.4% | 71.7%-21.3pp | 68.4%-17.9pp | 72.9%-22.5pp |
| Annual return | 17.21% | 134.51%-117.3pp | 32.79%-15.6pp | 40.39%-23.2pp |
| Employer contribution / active EE | $1,082 | $3,021-64.2% | $2,976-63.6% | $2,978-63.7% |
| Participant deferral / active EE | $3,284 | $4,495-26.9% | $4,568-28.1% | $5,016-34.5% |
| Admin fee / account holder | $104 | $112-7.2% | $6,430-98.4% | $145-28.1% |