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 | $96,542 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,693 |
BB&T FEE PROCESSING GROUP2 years Filed as: BB&T/FEE PROCESSING GROUP Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,772 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,159 | $185,342-69.7% | $111,303-49.5% | $86,813-35.3% |
| Participation rate | 93.4% | 81.0%+12.4pp | 77.3%+16.1pp | 72.3%+21.1pp |
| Annual return | 15.66% | 500.80%-485.1pp | 54.66%-39.0pp | 97.93%-82.3pp |
| Employer contribution / active EE | $1,430 | $2,246-36.4% | $2,731-47.7% | $2,406-40.6% |
| Participant deferral / active EE | $4,770 | $4,458+7.0% | $4,487+6.3% | $4,131+15.5% |
| Admin fee / account holder | $155 | $255-39.4% | $7,966-98.1% | $170-8.7% |