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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 | $53,254+53.3% | $155,574-47.5% | $199,921-59.2% |
| Participation rate | 92.2% | 64.1%+28.0pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 20.50% | 41.18%-20.7pp | 64.87%-44.4pp | 34.28%-13.8pp |
| Employer contribution / active EE | $3,846 | $1,848+108.1% | $4,676-17.8% | $3,035+26.7% |
| Participant deferral / active EE | $4,415 | $3,165+39.5% | $5,629-21.6% | $5,089-13.2% |
| Admin fee / account holder | $64 | $186-65.3% | $15,914-99.6% | $269-76.1% |