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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 | $122,128-38.6% | $147,080-49.0% | $199,960-62.5% |
| Participation rate | 98.4% | 78.2%+20.2pp | 82.2%+16.2pp | 72.0%+26.4pp |
| Annual return | 22.66% | 30.58%-7.9pp | 420.17%-397.5pp | 34.28%-11.6pp |
| Employer contribution / active EE | $4,954 | $4,093+21.0% | $4,933+0.4% | $3,036+63.2% |
| Participant deferral / active EE | $17,271 | $8,484+103.6% | $8,066+114.1% | $5,087+239.5% |
| Admin fee / account holder | $49 | $180-72.5% | $12,989-99.6% | $269-81.7% |