Filed January 15, 2020 (most recent of 3 filings on file)
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| 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).
The auditor declined to give an opinion. This is 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% | $70,449+48.1% | $106,222-1.8% |
| Participation rate | 84.8% | 73.1%+11.7pp | 75.1%+9.7pp | 70.8%+14.0pp |
| Annual return | 16.37% | 13.88%+2.5pp | 109.03%-92.7pp | 21.69%-5.3pp |
| Employer contribution / active EE | $2,443 | $5,470-55.3% | $2,737-10.7% | $2,723-10.3% |
| Participant deferral / active EE | $5,428 | $4,597+18.1% | $3,709+46.4% | $4,600+18.0% |
| Admin fee / account holder | $65 | $37+78.1% | $3,845-98.3% | $78-16.6% |