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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,294 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,902 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,312 | $84,784-26.5% | $98,450-36.7% | $74,440-16.3% |
| Participation rate | 88.4% | 81.5%+6.9pp | 75.2%+13.3pp | 70.7%+17.7pp |
| Annual return | 15.92% | 20.59%-4.7pp | 21.16%-5.2pp | 34.37%-18.4pp |
| Employer contribution / active EE | $1,893 | $3,364-43.7% | $3,049-37.9% | $2,638-28.2% |
| Participant deferral / active EE | $5,171 | $5,218-0.9% | $4,739+9.1% | $4,529+14.2% |
| Admin fee / account holder | $37 | $204-82.1% | $8,961-99.6% | $348-89.5% |