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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $342,509 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,698 |
GRANT THORNTON LLP7 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $34,957 |
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 | $54,344 | $84,000-35.3% | $119,628-54.6% | $77,906-30.2% |
| Participation rate | 96.3% | 77.8%+18.4pp | 79.3%+17.0pp | 73.7%+22.6pp |
| Annual return | -14.98% | -11.59%-3.4pp | -14.98%0pp | 12.16%-27.1pp |
| Employer contribution / active EE | $2,594 | $2,907-10.8% | $4,232-38.7% | $2,846-8.9% |
| Participant deferral / active EE | $5,293 | $4,705+12.5% | $5,601-5.5% | $4,805+10.1% |
| Admin fee / account holder | $95 | $116-17.9% | $10,330-99.1% | $133-28.3% |