Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,883 |
Filed as: BB&T/FEE PROCESSING GROUP Service code 27 · EIN 57-0956597 | Advisory (Plan) | $26,177 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,476 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,138 | $79,519-42.0% | $95,964-51.9% | $73,412-37.2% |
| Participation rate | 91.2% | 81.2%+10.0pp | 77.1%+14.1pp | 72.2%+19.0pp |
| Annual return | 21.87% | 19.20%+2.7pp | 91.64%-69.8pp | 59.30%-37.4pp |
| Employer contribution / active EE | $1,332 | $2,048-35.0% | $2,541-47.6% | $2,234-40.4% |
| Participant deferral / active EE | $3,777 | $4,138-8.7% | $4,167-9.4% | $3,806-0.8% |
| Admin fee / account holder | $151 | $184-18.0% | $6,797-97.8% | $158-4.3% |