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 | $54,210 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,747 |
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 | $44,391 | $104,544-57.5% | $96,564-54.0% | $80,187-44.6% |
| Participation rate | 99.0% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.1pp |
| Annual return | 40.64% | 21.79%+18.8pp | 25.89%+14.7pp | 40.40%+0.2pp |
| Employer contribution / active EE | $3,189 | $3,527-9.6% | $2,967+7.5% | $2,980+7.0% |
| Participant deferral / active EE | $7,357 | $6,170+19.2% | $4,852+51.6% | $5,016+46.7% |
| Admin fee / account holder | $54 | $107-49.8% | $8,256-99.3% | $145-63.0% |