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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,634 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,874 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,146 | $34,495+25.1% | $78,676-45.2% | $63,975-32.6% |
| Participation rate | 94.2% | 60.8%+33.4pp | 73.6%+20.6pp | 71.1%+23.0pp |
| Annual return | 13.54% | 11.62%+1.9pp | 62.19%-48.7pp | 48.65%-35.1pp |
| Employer contribution / active EE | $1,449 | $1,398+3.7% | $2,850-49.2% | $2,182-33.6% |
| Participant deferral / active EE | $3,579 | $2,100+70.4% | $3,517+1.8% | $3,356+6.6% |
| Admin fee / account holder | $22 | $68-67.3% | $4,510-99.5% | $70-68.4% |