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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 | $122,219-28.9% | $147,096-40.9% | $199,921-56.6% |
| Participation rate | 88.7% | 78.3%+10.5pp | 82.2%+6.6pp | 72.0%+16.7pp |
| Annual return | 19.57% | 30.59%-11.0pp | 419.75%-400.2pp | 34.28%-14.7pp |
| Employer contribution / active EE | $2,843 | $4,096-30.6% | $4,936-42.4% | $3,035-6.3% |
| Participant deferral / active EE | $6,631 | $8,503-22.0% | $8,071-17.8% | $5,089+30.3% |
| Admin fee / account holder | $117 | $179-34.7% | $13,005-99.1% | $269-56.5% |