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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $282,729 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,468 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $22,050 |
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 | $53,427 | $112,711-52.6% | $170,055-68.6% | $80,187-33.4% |
| Participation rate | 97.7% | 87.4%+10.4pp | 87.0%+10.7pp | 72.9%+24.8pp |
| Annual return | 27.26% | 67.06%-39.8pp | 53.43%-26.2pp | 40.40%-13.1pp |
| Employer contribution / active EE | $3,933 | $4,488-12.4% | $6,790-42.1% | $2,980+32.0% |
| Participant deferral / active EE | $8,470 | $7,861+7.7% | $10,410-18.6% | $5,016+68.9% |
| Admin fee / account holder | $78 | $99-21.2% | $12,828-99.4% | $145-46.0% |