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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141,308 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,837 | $45,000+30.7% | $143,801-59.1% | $77,906-24.5% |
| Participation rate | 61.7% | 66.8%-5.1pp | 80.3%-18.6pp | 73.7%-12.0pp |
| Annual return | 101.18% | 29.03%+72.2pp | -0.04%+101.2pp | 12.16%+89.0pp |
| Employer contribution / active EE | $1,373 | $1,870-26.6% | $4,952-72.3% | $2,846-51.8% |
| Participant deferral / active EE | $2,108 | $3,157-33.2% | $5,639-62.6% | $4,805-56.1% |
| Admin fee / account holder | $78 | $98-20.8% | $14,680-99.5% | $133-41.2% |