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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,019 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,261 |
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 | $29,695 | $66,004-55.0% | $81,820-63.7% | $77,714-61.8% |
| Participation rate | 84.0% | 65.8%+18.2pp | 72.4%+11.6pp | 70.6%+13.4pp |
| Annual return | 17.28% | 26.65%-9.4pp | 777.93%-760.7pp | 31.26%-14.0pp |
| Employer contribution / active EE | $2,412 | $2,375+1.6% | $2,915-17.2% | $2,727-11.5% |
| Participant deferral / active EE | $5,616 | $3,508+60.1% | $4,323+29.9% | $4,649+20.8% |
| Admin fee / account holder | $127 | $527-75.9% | $7,391-98.3% | $433-70.7% |