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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,397 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,643 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,421 | $67,512+109.5% | $185,854-23.9% | $93,010+52.0% |
| Participation rate | 80.8% | 67.1%+13.7pp | 81.7%-0.9pp | 73.9%+6.9pp |
| Annual return | 14.00% | 21.04%-7.0pp | 122.12%-108.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $2,489 | $1,783+39.6% | $5,169-51.8% | $2,705-8.0% |
| Participant deferral / active EE | $7,188 | $3,035+136.8% | $5,569+29.1% | $4,561+57.6% |
| Admin fee / account holder | $52 | $318-83.7% | $16,246-99.7% | $152-65.9% |