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 | $89,808+5.9% | $100,383-5.3% | $77,671+22.4% |
| Participation rate | 98.1% | 81.2%+17.0pp | 81.5%+16.6pp | 70.6%+27.6pp |
| Annual return | 22.24% | 20.62%+1.6pp | 49.26%-27.0pp | 31.21%-9.0pp |
| Employer contribution / active EE | $9,151 | $3,039+201.1% | $3,944+132.0% | $2,726+235.6% |
| Participant deferral / active EE | $21,051 | $8,284+154.1% | $8,086+160.3% | $4,648+352.9% |
| Admin fee / account holder | $104 | $174-40.2% | $7,900-98.7% | $430-75.8% |