Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,863 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,273 |
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 | $36,473 | $72,303-49.6% | $86,717-57.9% | $64,829-43.7% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.2pp | 71.5%+27.3pp |
| Annual return | -15.32% | 392.77%-408.1pp | 35.97%-51.3pp | 32.85%-48.2pp |
| Employer contribution / active EE | $3,955 | $2,393+65.3% | $2,837+39.4% | $2,507+57.7% |
| Participant deferral / active EE | $7,823 | $4,660+67.9% | $4,657+68.0% | $4,312+81.4% |
| Admin fee / account holder | $44 | $174-74.5% | $7,494-99.4% | $188-76.3% |