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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,911 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,282 |
Form 5500 reported that benefits due were not provided when due.
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 | $68,669 | $80,360-14.5% | $90,161-23.8% | $77,958-11.9% |
| Participation rate | 96.5% | 81.9%+14.6pp | 76.9%+19.7pp | 71.6%+24.9pp |
| Annual return | 25.17% | 24.56%+0.6pp | 34.89%-9.7pp | 20.87%+4.3pp |
| Employer contribution / active EE | $3,491 | $2,326+50.1% | $3,318+5.2% | $2,310+51.1% |
| Participant deferral / active EE | $10,395 | $5,829+78.3% | $5,287+96.6% | $3,537+193.9% |
| Admin fee / account holder | $51 | $64-20.2% | $5,943-99.1% | $97-47.7% |