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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,787 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,024 |
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 | $61,137 | $53,204+14.9% | $155,556-60.7% | $200,096-69.4% |
| Participation rate | 88.6% | 64.1%+24.5pp | 78.2%+10.4pp | 72.0%+16.6pp |
| Annual return | 14.74% | 41.02%-26.3pp | 64.84%-50.1pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,993 | $1,850+7.7% | $4,675-57.4% | $3,038-34.4% |
| Participant deferral / active EE | $4,004 | $3,163+26.6% | $5,631-28.9% | $5,090-21.3% |
| Admin fee / account holder | $56 | $186-69.9% | $15,885-99.6% | $269-79.2% |