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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,412 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,225 | $100,272-69.9% | $170,043-82.2% | $74,460-59.4% |
| Participation rate | 76.5% | 87.4%-10.9pp | 87.0%-10.5pp | 70.7%+5.8pp |
| Annual return | -31.53% | 66.12%-97.6pp | 53.40%-84.9pp | 34.38%-65.9pp |
| Employer contribution / active EE | $2,272 | $4,266-46.7% | $6,790-66.5% | $2,638-13.9% |
| Participant deferral / active EE | $4,264 | $7,147-40.3% | $10,410-59.0% | $4,530-5.9% |
| Admin fee / account holder | $77 | $235-67.1% | $12,824-99.4% | $348-77.8% |