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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,997 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,509 |
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 | $51,483 | $73,404-29.9% | $87,102-40.9% | $67,579-23.8% |
| Participation rate | 85.4% | 80.9%+4.6pp | 76.9%+8.6pp | 71.3%+14.2pp |
| Annual return | 22.46% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,722 | $2,014-14.5% | $2,521-31.7% | $2,148-19.8% |
| Participant deferral / active EE | $4,985 | $3,913+27.4% | $4,048+23.1% | $3,539+40.8% |
| Admin fee / account holder | $34 | $142-76.0% | $7,491-99.5% | $142-76.1% |