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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,531 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,962 |
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 | $83,868 | $106,247-21.1% | $147,096-43.0% | $77,714+7.9% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 22.07% | 56.87%-34.8pp | 419.75%-397.7pp | 31.26%-9.2pp |
| Employer contribution / active EE | $7,746 | $4,069+90.4% | $4,936+56.9% | $2,727+184.1% |
| Participant deferral / active EE | $17,850 | $7,996+123.2% | $8,071+121.2% | $4,649+283.9% |
| Admin fee / account holder | $93 | $338-72.6% | $13,005-99.3% | $433-78.6% |