Filed January 15, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,545,728 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $567,705 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,356 | $129,352-19.3% | $70,492+48.0% | $106,273-1.8% |
| Participation rate | 84.8% | 73.1%+11.7pp | 75.1%+9.7pp | 70.8%+14.0pp |
| Annual return | 16.37% | 13.88%+2.5pp | 109.16%-92.8pp | 21.70%-5.3pp |
| Employer contribution / active EE | $2,443 | $5,470-55.3% | $2,738-10.8% | $2,722-10.3% |
| Participant deferral / active EE | $5,428 | $4,597+18.1% | $3,711+46.3% | $4,601+18.0% |
| Admin fee / account holder | $65 | $37+78.1% | $3,848-98.3% | $78-16.5% |