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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $222,428 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,866 |
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.
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 | $64,166 | $47,634+34.7% | $90,461-29.1% | $90,274-28.9% |
| Participation rate | 97.0% | 67.5%+29.5pp | 72.7%+24.3pp | 73.4%+23.6pp |
| Annual return | 14.34% | 19.61%-5.3pp | 1294.76%-1280.4pp | 53.97%-39.6pp |
| Employer contribution / active EE | $484 | $1,749-72.3% | $3,264-85.2% | $2,523-80.8% |
| Participant deferral / active EE | $4,678 | $2,824+65.6% | $3,964+18.0% | $4,231+10.6% |
| Admin fee / account holder | $188 | $106+77.5% | $5,617-96.6% | $114+65.0% |