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 | $207,228 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,371 |
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 | $38,751 | $140,190-72.4% | $115,756-66.5% | $77,906-50.3% |
| Participation rate | 93.9% | 81.0%+12.9pp | 77.1%+16.9pp | 73.7%+20.2pp |
| Annual return | -11.49% | -13.46%+2.0pp | 143.14%-154.6pp | 12.16%-23.6pp |
| Employer contribution / active EE | $38 | $3,169-98.8% | $3,793-99.0% | $2,846-98.7% |
| Participant deferral / active EE | $4,782 | $5,401-11.5% | $6,254-23.5% | $4,805-0.5% |
| Admin fee / account holder | $185 | $138+33.6% | $8,124-97.7% | $133+39.5% |