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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,389 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,164 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,687 |
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 | $62,854 | $46,332+35.7% | $143,797-56.3% | $64,824-3.0% |
| Participation rate | 95.4% | 64.2%+31.2pp | 80.3%+15.1pp | 71.5%+23.9pp |
| Annual return | -15.07% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $4,038 | $1,911+111.3% | $4,952-18.5% | $2,507+61.1% |
| Participant deferral / active EE | $4,780 | $2,647+80.5% | $5,638-15.2% | $4,311+10.9% |
| Admin fee / account holder | $202 | $154+31.2% | $14,679-98.6% | $188+7.4% |