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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,385 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,395 |
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 | $54,626 | $88,360-38.2% | $145,433-62.4% | $67,986-19.7% |
| Participation rate | 93.1% | 65.5%+27.7pp | 82.1%+11.0pp | 57.2%+35.9pp |
| Annual return | 23.99% | 63.15%-39.2pp | 66.58%-42.6pp | 31.67%-7.7pp |
| Employer contribution / active EE | $5,341 | $3,054+74.9% | $4,554+17.3% | $2,019+164.6% |
| Participant deferral / active EE | $10,246 | $5,932+72.7% | $7,897+29.7% | $3,358+205.1% |
| Admin fee / account holder | $118 | $3,313-96.4% | $13,129-99.1% | $3,203-96.3% |