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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,931 | $65,118-57.1% | $76,767-63.6% | $55,725-49.9% |
| Participation rate | 88.6% | 79.6%+9.0pp | 77.0%+11.6pp | 70.9%+17.7pp |
| Annual return | -4.73% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $703 | $1,941-63.8% | $2,485-71.7% | $2,078-66.2% |
| Participant deferral / active EE | $2,925 | $3,688-20.7% | $3,852-24.1% | $3,356-12.8% |
| Admin fee / account holder | $41 | $116-64.6% | $6,675-99.4% | $115-64.3% |