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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,831 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,465 |
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 | $116,705 | $79,438+46.9% | $106,554+9.5% | $79,389+47.0% |
| Participation rate | 98.4% | 74.2%+24.2pp | 76.1%+22.2pp | 70.7%+27.7pp |
| Annual return | 13.41% | 18.27%-4.9pp | 26.80%-13.4pp | 116.89%-103.5pp |
| Employer contribution / active EE | $5,463 | $2,235+144.5% | $2,819+93.8% | $2,428+125.0% |
| Participant deferral / active EE | $7,132 | $3,824+86.5% | $4,398+62.2% | $4,046+76.3% |
| Admin fee / account holder | $168 | $523-67.9% | $7,408-97.7% | $626-73.2% |