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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,110 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,898 | $65,118-32.6% | $76,768-42.8% | $55,725-21.2% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.0%+6.3pp | 70.9%+12.5pp |
| Annual return | -3.75% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,148 | $1,941+10.7% | $2,485-13.6% | $2,078+3.4% |
| Participant deferral / active EE | $5,191 | $3,688+40.7% | $3,852+34.8% | $3,356+54.7% |
| Admin fee / account holder | $30 | $116-74.4% | $6,675-99.6% | $115-74.2% |