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 | $245,364 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,508 |
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 | $118,870 | $126,111-5.7% | $142,562-16.6% | $80,187+48.2% |
| Participation rate | 97.3% | 87.5%+9.7pp | 76.8%+20.5pp | 72.9%+24.3pp |
| Annual return | 19.21% | 23.39%-4.2pp | 20.13%-0.9pp | 40.40%-21.2pp |
| Employer contribution / active EE | $6,950 | $6,430+8.1% | $4,841+43.6% | $2,980+133.3% |
| Participant deferral / active EE | $8,363 | $7,822+6.9% | $6,280+33.2% | $5,016+66.7% |
| Admin fee / account holder | $76 | $92-17.2% | $10,012-99.2% | $145-47.3% |