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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,172 |
ANTON COLLINS MITCHELL LLP6+ years Service code 10 · EIN 01-0724563 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,933 |
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 | $75,954 | $91,517-17.0% | $101,271-25.0% | $73,412+3.5% |
| Participation rate | 93.2% | 73.8%+19.4pp | 75.8%+17.4pp | 72.2%+21.0pp |
| Annual return | 21.54% | 17.17%+4.4pp | 46.48%-24.9pp | 59.30%-37.8pp |
| Employer contribution / active EE | $2,210 | $2,877-23.2% | $3,660-39.6% | $2,234-1.1% |
| Participant deferral / active EE | $6,179 | $3,338+85.1% | $4,371+41.4% | $3,806+62.4% |
| Admin fee / account holder | $62 | $216-71.2% | $5,948-99.0% | $158-60.6% |