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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,822 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,820 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,285 |
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 | $60,652 | $55,402+9.5% | $76,089-20.3% | $77,714-22.0% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 94.61% | 17.09%+77.5pp | 360.94%-266.3pp | 31.26%+63.4pp |
| Employer contribution / active EE | $5,214 | $1,789+191.4% | $2,690+93.8% | $2,727+91.2% |
| Participant deferral / active EE | $12,810 | $3,450+271.3% | $4,259+200.8% | $4,649+175.5% |
| Admin fee / account holder | $213 | $410-48.0% | $6,418-96.7% | $433-50.8% |