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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $203,925 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $65,433 | $72,066-9.2% | $81,926-20.1% | $90,274-27.5% |
| Participation rate | 67.4% | 78.9%-11.5pp | 72.0%-4.5pp | 73.4%-5.9pp |
| Annual return | 17.38% | 15.92%+1.5pp | 29.49%-12.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $1,442 | $2,335-38.2% | $4,310-66.5% | $2,523-42.9% |
| Participant deferral / active EE | $2,476 | $3,557-30.4% | $7,108-65.2% | $4,231-41.5% |
| Admin fee / account holder | $112 | $92+20.6% | $5,159-97.8% | $114-2.2% |