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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 | $106,110+27.6% | $147,005-7.9% | $77,671+74.3% |
| Participation rate | 74.5% | 78.4%-3.9pp | 82.2%-7.7pp | 70.6%+3.9pp |
| Annual return | 19.35% | 56.77%-37.4pp | 418.76%-399.4pp | 31.21%-11.9pp |
| Employer contribution / active EE | $2,283 | $4,065-43.8% | $4,934-53.7% | $2,726-16.3% |
| Participant deferral / active EE | $13,977 | $7,992+74.9% | $8,070+73.2% | $4,648+200.7% |
| Admin fee / account holder | $85 | $338-75.0% | $13,006-99.3% | $430-80.3% |