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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,920 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,542 |
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 | $86,866 | $122,128-28.9% | $147,117-41.0% | $200,096-56.6% |
| Participation rate | 88.7% | 78.2%+10.6pp | 82.2%+6.6pp | 72.0%+16.7pp |
| Annual return | 19.57% | 30.58%-11.0pp | 420.54%-401.0pp | 34.26%-14.7pp |
| Employer contribution / active EE | $2,843 | $4,093-30.5% | $4,932-42.4% | $3,038-6.4% |
| Participant deferral / active EE | $6,631 | $8,484-21.8% | $8,065-17.8% | $5,090+30.3% |
| Admin fee / account holder | $117 | $180-34.8% | $12,993-99.1% | $269-56.6% |