Filed January 29, 2025
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,541 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,197 | $93,131+7.6% | $106,548-6.0% | $86,799+15.4% |
| Participation rate | 92.6% | 81.4%+11.1pp | 76.1%+16.4pp | 72.3%+20.3pp |
| Annual return | 26.94% | 19.45%+7.5pp | 26.80%+0.1pp | 97.91%-71.0pp |
| Employer contribution / active EE | $6,477 | $2,895+123.7% | $2,819+129.8% | $2,405+169.3% |
| Participant deferral / active EE | $13,348 | $4,708+183.5% | $4,398+203.5% | $4,131+223.1% |
| Admin fee / account holder | $152 | $145+4.8% | $7,407-97.9% | $170-10.3% |