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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,179 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,164 |
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 | $83,655 | $79,181+5.6% | $102,423-18.3% | $74,429+12.4% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 18.80% | 54.97%-36.2pp | 29.42%-10.6pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $17,885 | $4,416+305.0% | $5,054+253.9% | $4,348+311.3% |
| Admin fee / account holder | $87 | $2,002-95.7% | $9,455-99.1% | $1,944-95.5% |