Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,388,280 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $382,216 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,714 | $68,330+26.9% | $149,740-42.1% | $96,393-10.0% |
| Participation rate | 91.7% | 74.6%+17.1pp | 78.8%+12.9pp | 71.3%+20.4pp |
| Annual return | 19.34% | 29.64%-10.3pp | 134.51%-115.2pp | 22.88%-3.5pp |
| Employer contribution / active EE | $2,396 | $2,139+12.0% | $4,821-50.3% | $3,239-26.0% |
| Participant deferral / active EE | $6,297 | $4,422+42.4% | $5,683+10.8% | $5,455+15.4% |
| Admin fee / account holder | $53 | $52+1.7% | $13,222-99.6% | $74-28.5% |