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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,739 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,204 |
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 | $79,199 | $78,781+0.5% | $100,525-21.2% | $73,412+7.9% |
| Participation rate | 94.1% | 80.0%+14.1pp | 79.4%+14.7pp | 72.2%+22.0pp |
| Annual return | 62.74% | 31.69%+31.1pp | 30.89%+31.9pp | 59.29%+3.5pp |
| Employer contribution / active EE | $3,781 | $2,420+56.3% | $3,418+10.6% | $2,234+69.3% |
| Participant deferral / active EE | $9,309 | $6,537+42.4% | $6,270+48.5% | $3,806+144.6% |
| Admin fee / account holder | $72 | $145-50.1% | $8,082-99.1% | $158-54.1% |