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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,007 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,387 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,522 | $145,513-40.5% | $184,256-53.0% | $99,313-12.9% |
| Participation rate | 97.7% | 90.3%+7.4pp | 86.8%+10.8pp | 71.7%+26.0pp |
| Annual return | 14.78% | 21.25%-6.5pp | 28.85%-14.1pp | 17.67%-2.9pp |
| Employer contribution / active EE | $2,147 | $5,354-59.9% | $6,427-66.6% | $3,264-34.2% |
| Participant deferral / active EE | $6,432 | $8,423-23.6% | $9,133-29.6% | $5,346+20.3% |
| Admin fee / account holder | $39 | $78-49.2% | $13,899-99.7% | $109-63.8% |