Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $642,534 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $53,791 | $51,728+4.0% | $80,793-33.4% | $106,520-49.5% |
| Participation rate | 33.5% | 33.9%-0.4pp | 54.2%-20.6pp | 71.3%-37.8pp |
| Annual return | 14.41% | 32.29%-17.9pp | 87.33%-72.9pp | 19.28%-4.9pp |
| Employer contribution / active EE | $567 | $460+23.3% | $1,160-51.2% | $2,840-80.0% |
| Participant deferral / active EE | $1,101 | $1,076+2.3% | $2,144-48.7% | $4,948-77.8% |
| Admin fee / account holder | $102 | $80+26.5% | $3,375-97.0% | $75+36.3% |