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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,378 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,326 |
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).
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 | $22,096 | $104,631-78.9% | $98,450-77.6% | $80,149-72.4% |
| Participation rate | 92.8% | 87.5%+5.2pp | 75.2%+17.6pp | 72.9%+19.8pp |
| Annual return | 28.57% | 34.72%-6.2pp | 21.16%+7.4pp | 40.39%-11.8pp |
| Employer contribution / active EE | $1,773 | $4,517-60.8% | $3,049-41.9% | $2,977-40.5% |
| Participant deferral / active EE | $4,118 | $6,545-37.1% | $4,739-13.1% | $5,015-17.9% |
| Admin fee / account holder | $76 | $105-27.4% | $8,961-99.2% | $145-47.5% |