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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,260 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,320 |
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 | $237,934 | $52,293+355.0% | $178,499+33.3% | $73,412+224.1% |
| Participation rate | 97.6% | 65.3%+32.3pp | 81.9%+15.7pp | 72.2%+25.5pp |
| Annual return | 18.60% | 34.75%-16.1pp | 151.10%-132.5pp | 59.30%-40.7pp |
| Employer contribution / active EE | $9,379 | $1,735+440.4% | $5,011+87.2% | $2,234+319.9% |
| Participant deferral / active EE | $17,897 | $2,332+667.4% | $5,202+244.0% | $3,806+370.3% |
| Admin fee / account holder | $237 | $127+86.4% | $13,986-98.3% | $158+50.4% |