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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,855 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,706 |
GRANT THORNTON LLP4 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $32,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,537 | $73,125-25.4% | $125,195-56.4% | $77,775-29.9% |
| Participation rate | 87.1% | 79.4%+7.7pp | 79.8%+7.4pp | 73.2%+13.9pp |
| Annual return | 25.25% | 24.71%+0.5pp | 43.79%-18.5pp | 32.58%-7.3pp |
| Employer contribution / active EE | $1,960 | $2,413-18.8% | $3,866-49.3% | $2,504-21.7% |
| Participant deferral / active EE | $3,932 | $3,966-0.9% | $4,937-20.4% | $3,966-0.9% |
| Admin fee / account holder | $55 | $89-38.5% | $9,704-99.4% | $100-45.1% |