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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,381 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,259 |
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 | $65,345 | $79,519-17.8% | $95,960-31.9% | $73,412-11.0% |
| Participation rate | 92.0% | 81.2%+10.8pp | 77.1%+14.9pp | 72.2%+19.8pp |
| Annual return | 51.23% | 19.20%+32.0pp | 91.63%-40.4pp | 59.30%-8.1pp |
| Employer contribution / active EE | $1,595 | $2,048-22.1% | $2,541-37.3% | $2,234-28.6% |
| Participant deferral / active EE | $5,092 | $4,138+23.0% | $4,167+22.2% | $3,806+33.8% |
| Admin fee / account holder | $23 | $184-87.6% | $6,797-99.7% | $158-85.6% |