Filed June 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,977 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,509 | $64,612-14.1% | $86,436-35.8% | $64,808-14.3% |
| Participation rate | 95.8% | 81.5%+14.4pp | 80.3%+15.5pp | 71.5%+24.4pp |
| Annual return | -11.58% | 0.66%-12.2pp | 4394.89%-4406.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $6,965 | $2,744+153.8% | $3,769+84.8% | $2,506+178.0% |
| Participant deferral / active EE | $19,773 | $7,497+163.8% | $6,952+184.4% | $4,310+358.7% |
| Admin fee / account holder | $124 | $169-26.5% | $6,731-98.2% | $188-33.8% |