Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244,371 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,094 |
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 | $34,424 | $93,030-63.0% | $98,755-65.1% | $93,030-63.0% |
| Participation rate | 88.1% | 73.9%+14.2pp | 65.7%+22.4pp | 73.9%+14.2pp |
| Annual return | 13.53% | 158.70%-145.2pp | 49.91%-36.4pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,332 | $2,706-13.8% | $2,067+12.8% | $2,706-13.8% |
| Participant deferral / active EE | $2,490 | $4,562-45.4% | $3,035-18.0% | $4,562-45.4% |
| Admin fee / account holder | $80 | $152-47.4% | $4,076-98.0% | $152-47.4% |