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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,382 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,230 |
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 | $52,026 | $82,163-36.7% | $125,381-58.5% | $64,819-19.7% |
| Participation rate | 73.1% | 77.9%-4.8pp | 82.4%-9.3pp | 71.5%+1.6pp |
| Annual return | -15.28% | 3.49%-18.8pp | 572.31%-587.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $3,064 | $3,616-15.3% | $4,815-36.4% | $2,507+22.2% |
| Participant deferral / active EE | $9,287 | $7,175+29.4% | $7,448+24.7% | $4,311+115.4% |
| Admin fee / account holder | $138 | $163-15.7% | $10,007-98.6% | $188-26.7% |