Filed December 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,751 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,761 | $106,028+93.1% | $146,958+39.3% | $77,643+163.7% |
| Participation rate | 95.7% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.1pp |
| Annual return | 81.77% | 56.73%+25.0pp | 418.34%-336.6pp | 31.24%+50.5pp |
| Employer contribution / active EE | $14,357 | $4,063+253.4% | $4,933+191.1% | $2,726+426.7% |
| Participant deferral / active EE | $21,298 | $7,990+166.6% | $8,070+163.9% | $4,647+358.3% |
| Admin fee / account holder | $139 | $337-58.9% | $12,998-98.9% | $430-67.8% |