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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,986 |
WEINBERG & CO. LA, LLP1 year Service code 10 · EIN 27-4113811 | Accounting | $27,401 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,590 |
Form 5500 reported that benefits due were not provided when due.
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 | $146,657 | $118,337+23.9% | $189,534-22.6% | $93,010+57.7% |
| Participation rate | 85.4% | 89.1%-3.7pp | 87.8%-2.4pp | 73.9%+11.5pp |
| Annual return | 30.41% | 21.77%+8.6pp | 555.39%-525.0pp | 158.70%-128.3pp |
| Employer contribution / active EE | $1,710 | $4,204-59.3% | $6,162-72.3% | $2,705-36.8% |
| Participant deferral / active EE | $10,403 | $7,123+46.0% | $8,220+26.5% | $4,561+128.1% |
| Admin fee / account holder | $79 | $100-20.8% | $12,049-99.3% | $152-47.9% |