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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,824 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,866 |
FRAZIER & DEETER, LLC5+ years Service code 10 · EIN 58-1433845 | Accounting | $32,800 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,026 | $67,598+43.5% | $75,906+27.8% | $77,775+24.8% |
| Participation rate | 96.9% | 69.6%+27.4pp | 69.3%+27.6pp | 73.2%+23.7pp |
| Annual return | 20.93% | 23.18%-2.2pp | 30.73%-9.8pp | 32.58%-11.6pp |
| Employer contribution / active EE | $4,416 | $2,430+81.7% | $2,501+76.5% | $2,504+76.4% |
| Participant deferral / active EE | $8,153 | $3,502+132.8% | $3,604+126.2% | $3,966+105.6% |
| Admin fee / account holder | $59 | $96-38.9% | $5,421-98.9% | $100-41.2% |