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 | $178,386 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,568 |
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 | $46,020 | $136,853-66.4% | $130,298-64.7% | $80,187-42.6% |
| Participation rate | 95.2% | 81.6%+13.6pp | 76.3%+18.9pp | 72.9%+22.3pp |
| Annual return | 26.26% | 22.66%+3.6pp | 38.90%-12.6pp | 40.40%-14.1pp |
| Employer contribution / active EE | $137 | $3,395-96.0% | $4,128-96.7% | $2,980-95.4% |
| Participant deferral / active EE | $5,181 | $5,856-11.5% | $6,790-23.7% | $5,016+3.3% |
| Admin fee / account holder | $161 | $184-12.4% | $6,025-97.3% | $145+11.1% |