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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,359 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,370 |
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 | $135,349 | $106,264+27.4% | $147,117-8.0% | $77,762+74.1% |
| Participation rate | 74.5% | 78.4%-3.9pp | 82.2%-7.7pp | 70.6%+3.9pp |
| Annual return | 19.35% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-11.9pp |
| Employer contribution / active EE | $2,283 | $4,074-44.0% | $4,932-53.7% | $2,728-16.3% |
| Participant deferral / active EE | $13,977 | $8,003+74.6% | $8,065+73.3% | $4,651+200.5% |
| Admin fee / account holder | $85 | $334-74.7% | $12,993-99.3% | $433-80.5% |