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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,534 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,614 |
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 | $27,164 | $128,169-78.8% | $147,117-81.5% | $106,553-74.5% |
| Participation rate | 84.7% | 67.3%+17.4pp | 82.2%+2.6pp | 69.8%+14.9pp |
| Annual return | 19.77% | 17.88%+1.9pp | 420.54%-400.8pp | 17.37%+2.4pp |
| Employer contribution / active EE | $1,707 | $3,374-49.4% | $4,932-65.4% | $3,359-49.2% |
| Participant deferral / active EE | $4,754 | $7,665-38.0% | $8,065-41.1% | $5,562-14.5% |
| Admin fee / account holder | $14 | $88-84.1% | $12,993-99.9% | $80-82.4% |