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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,576 |
KREISCHER MILLER4 years Filed as: KREISHER MILLER Service code 10 · EIN 23-1980475 | Accounting | $23,277 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,772 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,301 | $112,582-77.5% | $105,624-76.0% | $200,096-87.4% |
| Participation rate | 90.9% | 86.3%+4.7pp | 75.3%+15.6pp | 72.0%+18.9pp |
| Annual return | 17.04% | 15.58%+1.5pp | 116.20%-99.2pp | 34.26%-17.2pp |
| Employer contribution / active EE | $1,645 | $4,580-64.1% | $3,168-48.1% | $3,038-45.8% |
| Participant deferral / active EE | $4,300 | $6,655-35.4% | $5,013-14.2% | $5,090-15.5% |
| Admin fee / account holder | $78 | $107-27.5% | $10,961-99.3% | $269-71.2% |