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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,021 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,571 |
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 | $118,630 | $106,524+11.4% | $152,301-22.1% | $87,485+35.6% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.4%+4.8pp | 68.9%+18.3pp |
| Annual return | 19.31% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,422 | $3,371-57.8% | $4,624-69.3% | $2,596-45.2% |
| Participant deferral / active EE | $24,577 | $6,525+276.7% | $8,004+207.1% | $4,274+475.1% |
| Admin fee / account holder | $145 | $8,287-98.3% | $14,398-99.0% | $7,775-98.1% |