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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,291 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,184 | $62,146+16.2% | $81,438-11.4% | $74,546-3.2% |
| Participation rate | 81.9% | 64.1%+17.8pp | 69.5%+12.4pp | 67.2%+14.7pp |
| Annual return | 14.59% | 16.49%-1.9pp | 24.74%-10.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,615 | $1,883-14.2% | $2,460-34.4% | $2,624-38.5% |
| Participant deferral / active EE | $5,567 | $3,229+72.4% | $3,883+43.4% | $4,347+28.0% |
| Admin fee / account holder | $442 | $1,922-77.0% | $5,764-92.3% | $1,944-77.3% |