Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,418 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $24,351 | $47,456-48.7% | $172,757-85.9% | $77,775-68.7% |
| Participation rate | 85.8% | 66.3%+19.5pp | 82.6%+3.2pp | 73.2%+12.6pp |
| Annual return | 25.39% | 35.57%-10.2pp | 803.06%-777.7pp | 32.58%-7.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,504 | $2,560+36.9% | $5,198-32.6% | $3,966-11.6% |
| Admin fee / account holder | $13 | $81-84.1% | $13,956-99.9% | $100-87.2% |