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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,763 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,939 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,701 | $62,267-8.9% | $110,243-48.6% | $55,725+1.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 79.8%+15.2pp | 70.9%+24.2pp |
| Annual return | -4.73% | -1.07%-3.7pp | 314.76%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,359 | $1,941+21.5% | $3,827-38.4% | $2,078+13.5% |
| Participant deferral / active EE | $7,012 | $3,516+99.4% | $4,672+50.1% | $3,356+109.0% |
| Admin fee / account holder | $165 | $121+36.7% | $8,548-98.1% | $115+43.5% |