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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,020 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,023 |
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 | $191,077 | $106,264+79.8% | $147,117+29.9% | $77,762+145.7% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 20.11% | 56.94%-36.8pp | 420.54%-400.4pp | 31.27%-11.2pp |
| Employer contribution / active EE | $16,276 | $4,074+299.5% | $4,932+230.0% | $2,728+496.6% |
| Participant deferral / active EE | $16,994 | $8,003+112.3% | $8,065+110.7% | $4,651+265.4% |
| Admin fee / account holder | $105 | $334-68.5% | $12,993-99.2% | $433-75.7% |