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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,940 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,805 | $80,005+36.0% | $140,019-22.3% | $55,727+95.2% |
| Participation rate | 75.8% | 87.0%-11.2pp | 87.5%-11.7pp | 70.9%+4.9pp |
| Annual return | -5.68% | 0.46%-6.1pp | 651.19%-656.9pp | 244.94%-250.6pp |
| Employer contribution / active EE | $1,715 | $3,403-49.6% | $5,605-69.4% | $2,078-17.5% |
| Participant deferral / active EE | $9,847 | $5,264+87.1% | $6,927+42.2% | $3,356+193.4% |
| Admin fee / account holder | $42 | $116-63.9% | $10,705-99.6% | $115-63.8% |