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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $221,480 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $53,112 | $44,794+18.6% | $90,324-41.2% | $77,775-31.7% |
| Participation rate | 96.9% | 66.6%+30.3pp | 73.3%+23.6pp | 73.2%+23.7pp |
| Annual return | 27.12% | 28.23%-1.1pp | 78.15%-51.0pp | 32.58%-5.5pp |
| Employer contribution / active EE | $1,607 | $1,809-11.1% | $2,856-43.7% | $2,504-35.8% |
| Participant deferral / active EE | $4,466 | $2,642+69.0% | $3,885+14.9% | $3,966+12.6% |
| Admin fee / account holder | $159 | $94+68.7% | $5,356-97.0% | $100+59.2% |