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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,238 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,214 |
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 | $71,253 | $79,169-10.0% | $100,415-29.0% | $74,478-4.3% |
| Participation rate | 92.5% | 79.4%+13.1pp | 81.5%+11.0pp | 67.2%+25.3pp |
| Annual return | 17.05% | 20.51%-3.5pp | 49.47%-32.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $3,721 | $3,017+23.3% | $3,943-5.6% | $2,626+41.7% |
| Participant deferral / active EE | $17,270 | $7,751+122.8% | $8,091+113.4% | $4,350+297.0% |
| Admin fee / account holder | $197 | $1,337-85.3% | $7,906-97.5% | $1,946-89.9% |