Filed January 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,712 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,962 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,839 | $155,364+9.3% | $103,065+64.8% | $77,762+118.4% |
| Participation rate | 94.3% | 85.5%+8.8pp | 80.6%+13.8pp | 70.6%+23.7pp |
| Annual return | 13.09% | 19.01%-5.9pp | 23.95%-10.9pp | 31.27%-18.2pp |
| Employer contribution / active EE | $4,322 | $5,949-27.4% | $4,675-7.6% | $2,728+58.4% |
| Participant deferral / active EE | $10,850 | $8,482+27.9% | $6,625+63.8% | $4,651+133.3% |
| Admin fee / account holder | $115 | $503-77.0% | $9,349-98.8% | $433-73.3% |