Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,563 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,610 |
Form 5500 reported that benefits due were not provided when due.
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 | $61,181 | $47,180+29.7% | $149,723-59.1% | $74,473-17.8% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.0pp | 70.7%+25.0pp |
| Annual return | 19.84% | 22.75%-2.9pp | 134.50%-114.7pp | 34.36%-14.5pp |
| Employer contribution / active EE | $3,018 | $1,907+58.3% | $4,821-37.4% | $2,638+14.4% |
| Participant deferral / active EE | $5,237 | $2,730+91.8% | $5,682-7.8% | $4,530+15.6% |
| Admin fee / account holder | $60 | $343-82.4% | $13,215-99.5% | $347-82.6% |