Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $259,745 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,472 |
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 | $135,129 | $176,491-23.4% | $95,952+40.8% | $90,288+49.7% |
| Participation rate | 96.7% | 86.6%+10.1pp | 77.1%+19.6pp | 73.4%+23.3pp |
| Annual return | 20.15% | 20.14%0pp | 91.61%-71.5pp | 53.97%-33.8pp |
| Employer contribution / active EE | $5,565 | $2,789+99.6% | $2,541+119.0% | $2,524+120.5% |
| Participant deferral / active EE | $5,658 | $5,340+6.0% | $4,167+35.8% | $4,232+33.7% |
| Admin fee / account holder | $53 | $154-65.7% | $6,795-99.2% | $114-53.6% |