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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,616 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,348 |
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 | $134,193 | $95,369+40.7% | $135,942-1.3% | $74,440+80.3% |
| Participation rate | 74.2% | 78.2%-4.1pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 23.07% | 32.72%-9.6pp | 68.28%-45.2pp | 34.37%-11.3pp |
| Employer contribution / active EE | $2,179 | $3,878-43.8% | $4,858-55.1% | $2,638-17.4% |
| Participant deferral / active EE | $13,752 | $7,788+76.6% | $7,759+77.2% | $4,529+203.7% |
| Admin fee / account holder | $93 | $266-65.2% | $10,764-99.1% | $348-73.4% |