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 | $35,682 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,735 |
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 | $71,459 | $81,537-12.4% | $149,718-52.3% | $69,631+2.6% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 21.28% | 22.79%-1.5pp | 1501.63%-1480.3pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,944 | $3,239-40.0% | $5,445-64.3% | $2,032-4.3% |
| Participant deferral / active EE | $5,358 | $4,994+7.3% | $6,569-18.4% | $3,224+66.2% |
| Admin fee / account holder | $105 | $107-2.0% | $11,283-99.1% | $110-5.1% |