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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 | $106,230-1.2% | $147,080-28.6% | $77,736+35.0% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 16.62% | 56.91%-40.3pp | 420.17%-403.5pp | 31.26%-14.6pp |
| Employer contribution / active EE | $10,067 | $4,072+147.2% | $4,933+104.1% | $2,728+269.1% |
| Participant deferral / active EE | $24,352 | $8,001+204.4% | $8,066+201.9% | $4,651+423.6% |
| Admin fee / account holder | $163 | $338-51.9% | $12,989-98.7% | $433-62.5% |