Filed March 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,535 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,253 | $88,890+2.7% | $102,423-10.9% | $77,643+17.5% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.1pp |
| Annual return | 15.28% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,845 | $2,698+42.5% | $3,023+27.2% | $2,726+41.1% |
| Participant deferral / active EE | $6,709 | $5,145+30.4% | $5,053+32.8% | $4,647+44.4% |
| Admin fee / account holder | $139 | $235-40.8% | $9,451-98.5% | $430-67.6% |