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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,427 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,613 |
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 | $124,313 | $82,163+51.3% | $125,381-0.9% | $64,819+91.8% |
| Participation rate | 72.6% | 77.9%-5.3pp | 82.4%-9.8pp | 71.5%+1.1pp |
| Annual return | -14.93% | 3.49%-18.4pp | 572.31%-587.2pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,495 | $3,616-31.0% | $4,815-48.2% | $2,507-0.5% |
| Participant deferral / active EE | $13,383 | $7,175+86.5% | $7,448+79.7% | $4,311+210.4% |
| Admin fee / account holder | $107 | $163-34.2% | $10,007-98.9% | $188-42.8% |