| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $358,441 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $274,829 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,232 | $52,346+101.0% | $143,801-26.8% | $78,104+34.7% |
| Participation rate | 96.1% | 72.7%+23.4pp | 80.3%+15.8pp | 74.5%+21.6pp |
| Annual return | -15.51% | -14.19%-1.3pp | -0.04%-15.5pp | 10.90%-26.4pp |
| Employer contribution / active EE | $4,786 | $2,131+124.6% | $4,952-3.4% | $3,128+53.0% |
| Participant deferral / active EE | $8,501 | $3,800+123.7% | $5,639+50.8% | $5,089+67.0% |
| Admin fee / account holder | $95 | $63+49.5% | $14,680-99.4% | $79+20.1% |