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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,761 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,196 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $81,648 | $53,204+53.5% | $155,556-47.5% | $200,096-59.2% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+13.9pp | 72.0%+20.1pp |
| Annual return | 20.50% | 41.02%-20.5pp | 64.84%-44.3pp | 34.26%-13.8pp |
| Employer contribution / active EE | $3,846 | $1,850+107.9% | $4,675-17.8% | $3,038+26.6% |
| Participant deferral / active EE | $4,415 | $3,163+39.6% | $5,631-21.6% | $5,090-13.2% |
| Admin fee / account holder | $64 | $186-65.3% | $15,885-99.6% | $269-76.1% |