Filed June 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,975 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,080 | $90,064+5.6% | $100,415-5.3% | $77,762+22.3% |
| Participation rate | 98.1% | 81.3%+16.9pp | 81.5%+16.6pp | 70.6%+27.6pp |
| Annual return | 22.24% | 20.61%+1.6pp | 49.47%-27.2pp | 31.27%-9.0pp |
| Employer contribution / active EE | $9,151 | $3,043+200.7% | $3,943+132.1% | $2,728+235.4% |
| Participant deferral / active EE | $21,051 | $8,282+154.2% | $8,091+160.2% | $4,651+352.6% |
| Admin fee / account holder | $104 | $172-39.3% | $7,906-98.7% | $433-75.9% |