Filed August 19, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,056 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,497 | $81,908+69.1% | $90,749+52.6% | $64,808+113.7% |
| Participation rate | 99.4% | 80.5%+18.9pp | 75.7%+23.7pp | 71.5%+28.0pp |
| Annual return | -16.32% | -12.53%-3.8pp | -12.16%-4.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $14,030 | $3,065+357.8% | $2,921+380.4% | $2,506+459.9% |
| Participant deferral / active EE | $15,435 | $4,840+218.9% | $4,564+238.2% | $4,310+258.1% |
| Admin fee / account holder | $132 | $157-15.8% | $8,445-98.4% | $188-29.6% |