Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $515,779 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,924 |
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 | $40,541 | $41,203-1.6% | $61,629-34.2% | $89,433-54.7% |
| Participation rate | 27.9% | 35.4%-7.5pp | 52.6%-24.7pp | 71.3%-43.4pp |
| Annual return | -16.92% | -14.63%-2.3pp | 339.09%-356.0pp | -11.88%-5.0pp |
| Employer contribution / active EE | $568 | $603-5.8% | $1,160-51.1% | $3,021-81.2% |
| Participant deferral / active EE | $1,091 | $1,367-20.2% | $2,124-48.6% | $5,125-78.7% |
| Admin fee / account holder | $79 | $74+7.4% | $2,132-96.3% | $79-0.4% |