Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,207 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,469 |
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 | $28,836 | $63,259-54.4% | $178,510-83.8% | $93,223-69.1% |
| Participation rate | 87.7% | 72.1%+15.6pp | 81.9%+5.8pp | 74.9%+12.8pp |
| Annual return | 20.32% | 19.93%+0.4pp | 151.13%-130.8pp | 19.29%+1.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $3,845 | $3,372+14.0% | $5,202-26.1% | $4,563-15.7% |
| Admin fee / account holder | $25 | $58-56.3% | $13,988-99.8% | $79-68.0% |