Filed August 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,416 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,825 | $176,491-45.1% | $95,952+0.9% | $90,288+7.2% |
| Participation rate | 95.3% | 86.6%+8.7pp | 77.1%+18.2pp | 73.4%+21.9pp |
| Annual return | 60.75% | 20.14%+40.6pp | 91.61%-30.9pp | 53.97%+6.8pp |
| Employer contribution / active EE | $2,242 | $2,789-19.6% | $2,541-11.8% | $2,524-11.2% |
| Participant deferral / active EE | $6,648 | $5,340+24.5% | $4,167+59.5% | $4,232+57.1% |
| Admin fee / account holder | $15 | $154-90.3% | $6,795-99.8% | $114-86.9% |