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 | $233,803 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,354 |
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 | $29,019 | $77,906-62.8% | $71,778-59.6% | $77,906-62.8% |
| Participation rate | 88.4% | 73.7%+14.7pp | 62.3%+26.0pp | 73.7%+14.7pp |
| Annual return | -16.41% | 12.16%-28.6pp | 9.15%-25.6pp | 12.16%-28.6pp |
| Employer contribution / active EE | $2,491 | $2,846-12.5% | $1,704+46.2% | $2,846-12.5% |
| Participant deferral / active EE | $2,611 | $4,805-45.7% | $2,656-1.7% | $4,805-45.7% |
| Admin fee / account holder | $72 | $133-45.8% | $3,974-98.2% | $133-45.8% |