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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,529 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,594 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
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 | $79,382 | $50,151+58.3% | $149,717-47.0% | $80,149-1.0% |
| Participation rate | 94.0% | 64.3%+29.7pp | 78.8%+15.2pp | 72.9%+21.1pp |
| Annual return | 52.59% | 29.80%+22.8pp | 134.41%-81.8pp | 40.39%+12.2pp |
| Employer contribution / active EE | $6,704 | $1,867+259.1% | $4,820+39.1% | $2,977+125.1% |
| Participant deferral / active EE | $4,290 | $3,194+34.3% | $5,682-24.5% | $5,015-14.5% |
| Admin fee / account holder | $48 | $153-68.8% | $13,213-99.6% | $145-67.2% |