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 | $247,207 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,185 |
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 | $35,246 | $80,157-56.0% | $65,566-46.2% | $80,157-56.0% |
| Participation rate | 86.4% | 72.9%+13.5pp | 64.9%+21.5pp | 72.9%+13.5pp |
| Annual return | 18.11% | 40.39%-22.3pp | 47.40%-29.3pp | 40.39%-22.3pp |
| Employer contribution / active EE | $2,641 | $2,977-11.3% | $1,692+56.1% | $2,977-11.3% |
| Participant deferral / active EE | $2,695 | $5,015-46.3% | $2,832-4.8% | $5,015-46.3% |
| Admin fee / account holder | $73 | $145-49.6% | $4,114-98.2% | $145-49.6% |