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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,967 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,130 |
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 | $57,254 | $69,511-17.6% | $94,672-39.5% | $71,529-20.0% |
| Participation rate | 90.0% | 78.4%+11.6pp | 80.8%+9.2pp | 67.9%+22.1pp |
| Annual return | 44.38% | 29.67%+14.7pp | 156.89%-112.5pp | 28.97%+15.4pp |
| Employer contribution / active EE | $2,613 | $2,853-8.4% | $3,673-28.9% | $2,590+0.9% |
| Participant deferral / active EE | $11,219 | $7,348+52.7% | $7,417+51.2% | $4,291+161.4% |
| Admin fee / account holder | $157 | $1,211-87.0% | $7,222-97.8% | $1,588-90.1% |