Filed November 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,069 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,220 | $84,784+57.1% | $98,439+35.3% | $74,419+79.0% |
| Participation rate | 96.3% | 81.5%+14.7pp | 75.2%+21.1pp | 70.7%+25.5pp |
| Annual return | 17.88% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $3,799 | $3,364+12.9% | $3,048+24.6% | $2,637+44.0% |
| Participant deferral / active EE | $9,562 | $5,218+83.2% | $4,738+101.8% | $4,528+111.2% |
| Admin fee / account holder | $90 | $204-55.8% | $8,948-99.0% | $348-74.0% |