Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,812 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,202 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,797 | $50,127+57.2% | $149,673-47.4% | $80,160-1.7% |
| Participation rate | 85.2% | 64.3%+20.9pp | 78.8%+6.4pp | 72.9%+12.3pp |
| Annual return | 19.69% | 29.82%-10.1pp | 134.42%-114.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $714 | $1,865-61.7% | $4,818-85.2% | $2,978-76.0% |
| Participant deferral / active EE | $7,344 | $3,194+129.9% | $5,680+29.3% | $5,017+46.4% |
| Admin fee / account holder | $46 | $153-69.7% | $13,210-99.6% | $145-68.1% |