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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,859 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $72,209 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,338 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $72,588 | $52,293+38.8% | $178,503-59.3% | $73,412-1.1% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 11.47% | 34.75%-23.3pp | 151.12%-139.6pp | 59.30%-47.8pp |
| Employer contribution / active EE | $4,706 | $1,736+171.0% | $5,011-6.1% | $2,234+110.7% |
| Participant deferral / active EE | $4,054 | $2,333+73.7% | $5,202-22.1% | $3,806+6.5% |
| Admin fee / account holder | $218 | $127+71.0% | $13,987-98.4% | $158+38.0% |