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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,307 |
Service code 10 · EIN 77-0573994 | Accounting | $22,302 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,665 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $9,110 |
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 | $51,366 | $89,282-42.5% | $94,672-45.7% | $74,473-31.0% |
| Participation rate | 84.7% | 82.4%+2.2pp | 80.8%+3.8pp | 70.7%+13.9pp |
| Annual return | 33.17% | 25.96%+7.2pp | 156.89%-123.7pp | 34.36%-1.2pp |
| Employer contribution / active EE | $1,148 | $3,022-62.0% | $3,673-68.7% | $2,638-56.5% |
| Participant deferral / active EE | $13,555 | $8,425+60.9% | $7,417+82.8% | $4,530+199.2% |
| Admin fee / account holder | $166 | $219-24.2% | $7,222-97.7% | $347-52.2% |