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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,544 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $25,293 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,840 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $11,629 |
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 | $75,028 | $122,219-38.6% | $147,096-49.0% | $199,921-62.5% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.2pp | 72.0%+26.4pp |
| Annual return | 22.66% | 30.59%-7.9pp | 419.75%-397.1pp | 34.28%-11.6pp |
| Employer contribution / active EE | $4,954 | $4,096+20.9% | $4,936+0.4% | $3,035+63.2% |
| Participant deferral / active EE | $17,271 | $8,503+103.1% | $8,071+114.0% | $5,089+239.4% |
| Admin fee / account holder | $49 | $179-72.5% | $13,005-99.6% | $269-81.7% |