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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,666 |
Filed as: BANCO POPULAR Service code 49 · EIN 66-0561870 | Other Services | $10,190 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISOR INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,729 |
FINANXIAL, CORP.1 year Filed as: FINANXIAL LLC Service code 16 · EIN 66-0847107 | Consulting | $130 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,068 | $51,207+128.6% | $70,565+65.9% | $71,529+63.7% |
| Participation rate | 96.6% | 59.4%+37.2pp | 68.4%+28.3pp | 67.9%+28.7pp |
| Annual return | 20.23% | 42.71%-22.5pp | 32.79%-12.6pp | 28.97%-8.7pp |
| Employer contribution / active EE | $6,236 | $1,795+247.4% | $2,976+109.6% | $2,590+140.8% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $261 | $2,002-87.0% | $6,430-95.9% | $1,588-83.6% |