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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,907 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,523 |
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 | $56,670 | $82,163-31.0% | $125,363-54.8% | $64,814-12.6% |
| Participation rate | 96.4% | 77.9%+18.5pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -16.67% | 3.49%-20.2pp | 572.15%-588.8pp | 32.84%-49.5pp |
| Employer contribution / active EE | $6,291 | $3,616+74.0% | $4,815+30.7% | $2,507+151.0% |
| Participant deferral / active EE | $13,653 | $7,175+90.3% | $7,447+83.3% | $4,310+216.7% |
| Admin fee / account holder | $110 | $163-32.6% | $10,005-98.9% | $188-41.4% |