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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,467 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $120,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,565 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,355 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,019 | $122,259-41.9% | $147,041-51.7% | $199,874-64.5% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.1pp |
| Annual return | 19.17% | 30.58%-11.4pp | 419.21%-400.0pp | 34.28%-15.1pp |
| Employer contribution / active EE | $2,797 | $4,097-31.7% | $4,935-43.3% | $3,036-7.9% |
| Participant deferral / active EE | $13,365 | $8,504+57.2% | $8,071+65.6% | $5,090+162.6% |
| Admin fee / account holder | $151 | $179-15.5% | $13,006-98.8% | $269-43.8% |