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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,123 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,553 | $81,301-60.0% | $76,119-57.2% | $199,960-83.7% |
| Participation rate | 97.2% | 70.1%+27.1pp | 69.1%+28.1pp | 72.0%+25.2pp |
| Annual return | 35.35% | 16.31%+19.0pp | 361.25%-325.9pp | 34.28%+1.1pp |
| Employer contribution / active EE | $412 | $3,352-87.7% | $2,693-84.7% | $3,036-86.4% |
| Participant deferral / active EE | $9,044 | $4,721+91.6% | $4,259+112.3% | $5,087+77.8% |
| Admin fee / account holder | $22 | $145-84.5% | $6,421-99.6% | $269-91.6% |