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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,671 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,968 |
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 | $98,182 | $122,128-19.6% | $147,080-33.2% | $199,960-50.9% |
| Participation rate | 96.7% | 78.2%+18.5pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 20.38% | 30.58%-10.2pp | 420.17%-399.8pp | 34.28%-13.9pp |
| Employer contribution / active EE | $3,092 | $4,093-24.4% | $4,933-37.3% | $3,036+1.9% |
| Participant deferral / active EE | $13,468 | $8,484+58.8% | $8,066+67.0% | $5,087+164.8% |
| Admin fee / account holder | $93 | $180-48.5% | $12,989-99.3% | $269-65.6% |