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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,372 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,335 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,875 | $63,905-36.0% | $74,184-44.9% | $57,658-29.1% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.6%+18.6pp | 70.2%+25.0pp |
| Annual return | 9.10% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,954 | $1,840+6.1% | $2,370-17.6% | $1,974-1.0% |
| Participant deferral / active EE | $4,707 | $3,448+36.5% | $3,550+32.6% | $3,061+53.8% |
| Admin fee / account holder | $29 | $91-68.3% | $5,586-99.5% | $95-69.4% |