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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,140 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,592 |
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 | $165,513 | $331,159-50.0% | $112,923+46.6% | $74,473+122.2% |
| Participation rate | 82.5% | 81.4%+1.1pp | 80.5%+2.0pp | 70.7%+11.8pp |
| Annual return | 16.22% | 21.62%-5.4pp | 34.13%-17.9pp | 34.36%-18.1pp |
| Employer contribution / active EE | $2,708 | $5,469-50.5% | $4,570-40.7% | $2,638+2.6% |
| Participant deferral / active EE | $7,632 | $8,097-5.7% | $6,520+17.1% | $4,530+68.5% |
| Admin fee / account holder | $97 | $281-65.4% | $7,046-98.6% | $347-72.0% |