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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,045 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,141 | $73,459+85.3% | $178,528-23.7% | $74,429+82.9% |
| Participation rate | 99.0% | 66.5%+32.5pp | 77.1%+21.9pp | 67.2%+31.8pp |
| Annual return | 14.69% | 17.50%-2.8pp | 27.11%-12.4pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $5,389 | $2,219+142.8% | $3,950+36.4% | $2,625+105.3% |
| Participant deferral / active EE | $12,771 | $4,515+182.9% | $6,278+103.4% | $4,348+193.7% |
| Admin fee / account holder | $369 | $1,812-79.6% | $10,419-96.5% | $1,944-81.0% |