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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,623 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,686 | $45,109-54.1% | $85,240-75.7% | $77,762-73.4% |
| Participation rate | 73.8% | 48.7%+25.1pp | 67.5%+6.2pp | 70.6%+3.2pp |
| Annual return | 19.18% | 79.55%-60.4pp | 66.75%-47.6pp | 31.27%-12.1pp |
| Employer contribution / active EE | $643 | $1,602-59.9% | $2,735-76.5% | $2,728-76.4% |
| Participant deferral / active EE | $3,007 | $2,814+6.9% | $4,527-33.6% | $4,651-35.4% |
| Admin fee / account holder | $174 | $915-80.9% | $6,165-97.2% | $433-59.7% |