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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,916 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,966 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,966 | $112,711-60.1% | $170,055-73.6% | $80,187-43.9% |
| Participation rate | 99.4% | 87.4%+12.1pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 24.54% | 67.06%-42.5pp | 53.43%-28.9pp | 40.40%-15.9pp |
| Employer contribution / active EE | $360 | $4,488-92.0% | $6,790-94.7% | $2,980-87.9% |
| Participant deferral / active EE | $5,451 | $7,861-30.7% | $10,410-47.6% | $5,016+8.7% |
| Admin fee / account holder | $16 | $99-84.3% | $12,828-99.9% | $145-89.3% |