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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,068 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,656 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,383 | $106,264-48.8% | $147,117-63.0% | $77,762-30.1% |
| Participation rate | 86.5% | 78.4%+8.1pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 23.74% | 56.94%-33.2pp | 420.54%-396.8pp | 31.27%-7.5pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $10,199 | $8,003+27.4% | $8,065+26.5% | $4,651+119.3% |
| Admin fee / account holder | $101 | $334-69.9% | $12,993-99.2% | $433-76.8% |