Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,878 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,099 | $37,039-59.2% | $147,618-89.8% | $59,188-74.5% |
| Participation rate | 78.7% | 63.8%+15.0pp | 84.6%-5.9pp | 69.4%+9.3pp |
| Annual return | 0.42% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,572 | $2,094+22.8% | $4,895-47.5% | $3,265-21.2% |
| Admin fee / account holder | $7 | $60-87.8% | $11,612-99.9% | $92-92.1% |