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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 | $106,247-48.8% | $147,096-63.0% | $77,714-30.0% |
| Participation rate | 86.5% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 23.74% | 56.87%-33.1pp | 419.75%-396.0pp | 31.26%-7.5pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $10,199 | $7,996+27.5% | $8,071+26.4% | $4,649+119.4% |
| Admin fee / account holder | $101 | $338-70.3% | $13,005-99.2% | $433-76.8% |