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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,192 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,765 |
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 | $31,847 | $64,612-50.7% | $86,451-63.2% | $64,824-50.9% |
| Participation rate | 79.1% | 81.5%-2.4pp | 80.3%-1.2pp | 71.5%+7.6pp |
| Annual return | 2.22% | 0.66%+1.6pp | 4398.51%-4396.3pp | 32.84%-30.6pp |
| Employer contribution / active EE | $1,071 | $2,744-61.0% | $3,770-71.6% | $2,507-57.3% |
| Participant deferral / active EE | $11,005 | $7,497+46.8% | $6,953+58.3% | $4,311+155.3% |
| Admin fee / account holder | $97 | $169-42.9% | $6,734-98.6% | $188-48.6% |