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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 | $122,219-19.7% | $147,096-33.3% | $199,921-50.9% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 20.38% | 30.59%-10.2pp | 419.75%-399.4pp | 34.28%-13.9pp |
| Employer contribution / active EE | $3,092 | $4,096-24.5% | $4,936-37.4% | $3,035+1.9% |
| Participant deferral / active EE | $13,468 | $8,503+58.4% | $8,071+66.9% | $5,089+164.7% |
| Admin fee / account holder | $93 | $179-48.4% | $13,005-99.3% | $269-65.6% |