Filed May 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,472 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,727 |
Form 5500 reported that benefits due were not provided when due.
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 | $62,113 | $87,621-29.1% | $86,451-28.2% | $77,906-20.3% |
| Participation rate | 95.1% | 85.8%+9.3pp | 80.3%+14.8pp | 73.7%+21.4pp |
| Annual return | -17.04% | -13.90%-3.1pp | 4398.51%-4415.6pp | 12.16%-29.2pp |
| Employer contribution / active EE | $3,455 | $3,474-0.5% | $3,770-8.4% | $2,846+21.4% |
| Participant deferral / active EE | $6,976 | $8,645-19.3% | $6,953+0.3% | $4,805+45.2% |
| Admin fee / account holder | $66 | $85-22.3% | $6,734-99.0% | $133-50.4% |