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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,987 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,470 | $131,734+15.0% | $93,786+61.5% | $64,824+133.7% |
| Participation rate | 82.3% | 85.5%-3.2pp | 81.0%+1.3pp | 71.5%+10.8pp |
| Annual return | -14.35% | -14.04%-0.3pp | -11.32%-3.0pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,889 | $5,643-48.8% | $4,328-33.2% | $2,507+15.2% |
| Participant deferral / active EE | $8,160 | $8,135+0.3% | $6,100+33.8% | $4,311+89.3% |
| Admin fee / account holder | $119 | $141-16.1% | $7,184-98.3% | $188-36.9% |