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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,769 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,183 |
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 | $80,437 | $42,419+89.6% | $104,299-22.9% | $77,906+3.2% |
| Participation rate | 93.1% | 51.6%+41.6pp | 73.3%+19.9pp | 73.7%+19.4pp |
| Annual return | -13.81% | -11.16%-2.6pp | 24.62%-38.4pp | 12.16%-26.0pp |
| Employer contribution / active EE | $2,082 | $1,105+88.3% | $3,373-38.3% | $2,846-26.9% |
| Participant deferral / active EE | $4,276 | $1,992+114.7% | $4,626-7.6% | $4,805-11.0% |
| Admin fee / account holder | $57 | $117-51.8% | $7,339-99.2% | $133-57.3% |