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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,522 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,487 |
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 | $104,959 | $106,247-1.2% | $147,096-28.6% | $77,714+35.1% |
| Participation rate | 99.6% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 16.62% | 56.87%-40.2pp | 419.75%-403.1pp | 31.26%-14.6pp |
| Employer contribution / active EE | $10,067 | $4,069+147.4% | $4,936+104.0% | $2,727+269.2% |
| Participant deferral / active EE | $24,352 | $7,996+204.5% | $8,071+201.7% | $4,649+423.8% |
| Admin fee / account holder | $163 | $338-51.9% | $13,005-98.7% | $433-62.5% |