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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 | $55,458+9.4% | $76,030-20.2% | $77,762-22.0% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 94.61% | 17.10%+77.5pp | 361.54%-266.9pp | 31.27%+63.3pp |
| Employer contribution / active EE | $5,214 | $1,792+190.9% | $2,688+94.0% | $2,728+91.1% |
| Participant deferral / active EE | $12,810 | $3,454+270.8% | $4,257+200.9% | $4,651+175.4% |
| Admin fee / account holder | $213 | $411-48.1% | $6,421-96.7% | $433-50.7% |