Filed January 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $215,167 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,220 | $164,864-69.5% | $453,569-88.9% | $93,010-46.0% |
| Participation rate | 95.6% | 84.2%+11.4pp | 78.0%+17.6pp | 73.9%+21.7pp |
| Annual return | 20.10% | 17.89%+2.2pp | 64.43%-44.3pp | 158.70%-138.6pp |
| Employer contribution / active EE | $37 | $3,519-98.9% | $4,072-99.1% | $2,705-98.6% |
| Participant deferral / active EE | $5,148 | $5,690-9.5% | $6,211-17.1% | $4,561+12.9% |
| Admin fee / account holder | $211 | $104+102.7% | $11,214-98.1% | $152+39.2% |