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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,265 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,915 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,455 | $92,076+14.5% | $105,607-0.1% | $77,736+35.7% |
| Participation rate | 96.5% | 81.0%+15.4pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 13.90% | 17.84%-3.9pp | 116.11%-102.2pp | 31.26%-17.4pp |
| Employer contribution / active EE | $4,092 | $3,370+21.4% | $3,167+29.2% | $2,728+50.0% |
| Participant deferral / active EE | $8,395 | $5,390+55.8% | $5,011+67.5% | $4,651+80.5% |
| Admin fee / account holder | $145 | $219-33.8% | $10,958-98.7% | $433-66.6% |