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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 | $79,045-9.9% | $100,378-29.0% | $74,429-4.3% |
| Participation rate | 92.5% | 79.4%+13.0pp | 81.5%+11.0pp | 67.2%+25.3pp |
| Annual return | 17.05% | 20.61%-3.6pp | 49.41%-32.4pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $3,721 | $3,015+23.4% | $3,942-5.6% | $2,625+41.8% |
| Participant deferral / active EE | $17,270 | $7,751+122.8% | $8,087+113.6% | $4,348+297.2% |
| Admin fee / account holder | $197 | $1,335-85.2% | $7,899-97.5% | $1,944-89.9% |