Filed August 19, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,661 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,160 |
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 | $164,958 | $85,135+93.8% | $98,907+66.8% | $73,409+124.7% |
| Participation rate | 92.5% | 81.1%+11.3pp | 76.0%+16.4pp | 72.2%+20.3pp |
| Annual return | 18.19% | 19.14%-0.9pp | 196.43%-178.2pp | 59.29%-41.1pp |
| Employer contribution / active EE | $11,083 | $2,721+307.3% | $2,689+312.2% | $2,234+396.2% |
| Participant deferral / active EE | $13,023 | $4,349+199.5% | $4,244+206.8% | $3,805+242.2% |
| Admin fee / account holder | $55 | $139-60.2% | $6,642-99.2% | $158-64.9% |