Filed September 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $235,232 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $201,879 |
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 | $139,495 | $139,767-0.2% | $153,741-9.3% | $200,096-30.3% |
| Participation rate | 96.7% | 85.1%+11.6pp | 77.1%+19.6pp | 72.0%+24.7pp |
| Annual return | 14.39% | 20.59%-6.2pp | 15.71%-1.3pp | 34.26%-19.9pp |
| Employer contribution / active EE | $7,448 | $6,517+14.3% | $5,042+47.7% | $3,038+145.2% |
| Participant deferral / active EE | $9,153 | $8,055+13.6% | $6,757+35.5% | $5,090+79.8% |
| Admin fee / account holder | $84 | $98-14.0% | $12,749-99.3% | $269-68.7% |