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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,667 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,799 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,801 | $90,064-2.5% | $100,378-12.5% | $77,714+13.0% |
| Participation rate | 81.7% | 81.3%+0.4pp | 81.5%+0.2pp | 70.6%+11.1pp |
| Annual return | 19.43% | 20.61%-1.2pp | 49.41%-30.0pp | 31.26%-11.8pp |
| Employer contribution / active EE | $2,520 | $3,043-17.2% | $3,942-36.1% | $2,727-7.6% |
| Participant deferral / active EE | $13,161 | $8,282+58.9% | $8,087+62.7% | $4,649+183.1% |
| Admin fee / account holder | $50 | $172-71.2% | $7,899-99.4% | $433-88.6% |