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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $413,022 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,321 |
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 | $68,259 | $53,204+28.3% | $155,556-56.1% | $200,096-65.9% |
| Participation rate | 86.5% | 64.1%+22.4pp | 78.2%+8.3pp | 72.0%+14.5pp |
| Annual return | 42.05% | 41.02%+1.0pp | 64.84%-22.8pp | 34.26%+7.8pp |
| Employer contribution / active EE | $2,923 | $1,850+58.0% | $4,675-37.5% | $3,038-3.8% |
| Participant deferral / active EE | $3,592 | $3,163+13.6% | $5,631-36.2% | $5,090-29.4% |
| Admin fee / account holder | $87 | $186-52.9% | $15,885-99.4% | $269-67.5% |