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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,440 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,749 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,342 | $95,776-60.0% | $162,185-76.4% | $77,775-50.7% |
| Participation rate | 84.9% | 88.6%-3.7pp | 87.6%-2.6pp | 73.2%+11.7pp |
| Annual return | 25.53% | 37.03%-11.5pp | 115.61%-90.1pp | 32.58%-7.1pp |
| Employer contribution / active EE | $201 | $3,874-94.8% | $5,613-96.4% | $2,504-92.0% |
| Participant deferral / active EE | $3,872 | $6,125-36.8% | $7,297-46.9% | $3,966-2.4% |
| Admin fee / account holder | $11 | $88-87.6% | $10,844-99.9% | $100-89.1% |