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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,322 |
Service code 10 · EIN 77-0573994 | Accounting | $22,356 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,080 |
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 | $70,144 | $90,064-22.1% | $100,378-30.1% | $77,714-9.7% |
| Participation rate | 86.1% | 81.3%+4.8pp | 81.5%+4.6pp | 70.6%+15.5pp |
| Annual return | 22.89% | 20.61%+2.3pp | 49.41%-26.5pp | 31.26%-8.4pp |
| Employer contribution / active EE | $1,435 | $3,043-52.9% | $3,942-63.6% | $2,727-47.4% |
| Participant deferral / active EE | $15,454 | $8,282+86.6% | $8,087+91.1% | $4,649+232.4% |
| Admin fee / account holder | $174 | $172+1.1% | $7,899-97.8% | $433-59.9% |