Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,838 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,189 |
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 | $54,358 | $68,413-20.5% | $123,104-55.8% | $55,191-1.5% |
| Participation rate | 94.5% | 84.5%+9.9pp | 86.8%+7.7pp | 69.2%+25.3pp |
| Annual return | 0.95% | 6.30%-5.3pp | 13.22%-12.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,819 | $3,050-40.4% | $5,151-64.7% | $1,899-4.2% |
| Participant deferral / active EE | $4,496 | $4,490+0.1% | $6,230-27.8% | $3,046+47.6% |
| Admin fee / account holder | $38 | $88-57.3% | $9,015-99.6% | $91-58.7% |