Filed December 20, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,853 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,199 |
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 | $96,007 | $129,021-25.6% | $184,203-47.9% | $77,643+23.7% |
| Participation rate | 93.1% | 87.3%+5.8pp | 86.8%+6.3pp | 70.6%+22.6pp |
| Annual return | 13.96% | 33.27%-19.3pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,021 | $4,413+13.8% | $6,427-21.9% | $2,726+84.2% |
| Participant deferral / active EE | $7,738 | $7,297+6.0% | $9,131-15.3% | $4,647+66.5% |
| Admin fee / account holder | $129 | $254-49.2% | $13,901-99.1% | $430-70.1% |