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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,270 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $40,269 |
UMA FINANCIAL SERVICES INC2 years Filed as: UMA FS Service code 27 · EIN 87-0513295 | Advisory (Plan) | $16,628 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,805 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,907 | $46,173+29.7% | $170,435-64.9% | $69,631-14.0% |
| Participation rate | 95.6% | 63.9%+31.7pp | 83.6%+12.0pp | 70.7%+24.9pp |
| Annual return | 16.91% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $4,045 | $1,610+151.3% | $5,432-25.5% | $2,032+99.1% |
| Participant deferral / active EE | $3,562 | $2,080+71.2% | $4,939-27.9% | $3,224+10.5% |
| Admin fee / account holder | $181 | $116+55.9% | $13,881-98.7% | $110+63.7% |