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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,306 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,089 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,061 | $102,393-48.2% | $147,041-63.9% | $80,911-34.4% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 16.79% | 134.95%-118.2pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $43,687 | $6,647+557.2% | $8,071+441.3% | $4,297+916.7% |
| Admin fee / account holder | $128 | $7,943-98.4% | $13,006-99.0% | $6,935-98.2% |