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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,249 |
Service code 10 · EIN 92-2678185 | Accounting | $48,000 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $22,606 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,826 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,138 | $49,468-20.9% | $150,298-74.0% | $103,975-62.4% |
| Participation rate | 90.0% | 58.1%+31.9pp | 77.8%+12.2pp | 72.5%+17.5pp |
| Annual return | 21.31% | 38.98%-17.7pp | 62.79%-41.5pp | 19.41%+1.9pp |
| Employer contribution / active EE | $1,615 | $1,670-3.3% | $4,154-61.1% | $3,722-56.6% |
| Participant deferral / active EE | $4,190 | $2,650+58.1% | $5,453-23.2% | $5,343-21.6% |
| Admin fee / account holder | $91 | $385-76.3% | $14,116-99.4% | $332-72.6% |