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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $339,563 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $302,640 |
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 | $117,921 | $59,312+98.8% | $149,717-21.2% | $103,514+13.9% |
| Participation rate | 97.6% | 70.3%+27.3pp | 78.8%+18.8pp | 73.3%+24.3pp |
| Annual return | 18.52% | 78.05%-59.5pp | 134.41%-115.9pp | 33.12%-14.6pp |
| Employer contribution / active EE | $4,722 | $2,187+115.9% | $4,820-2.0% | $3,210+47.1% |
| Participant deferral / active EE | $8,382 | $3,719+125.4% | $5,682+47.5% | $5,209+60.9% |
| Admin fee / account holder | $89 | $103-13.5% | $13,213-99.3% | $114-22.1% |