Filed June 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,980 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,769 |
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 | $78,566 | $89,282-12.0% | $94,679-17.0% | $74,440+5.5% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.1pp | 70.7%+22.2pp |
| Annual return | 36.99% | 25.96%+11.0pp | 156.75%-119.8pp | 34.37%+2.6pp |
| Employer contribution / active EE | $8,605 | $3,022+184.7% | $3,673+134.3% | $2,638+226.2% |
| Participant deferral / active EE | $19,363 | $8,425+129.8% | $7,417+161.1% | $4,529+327.6% |
| Admin fee / account holder | $112 | $219-48.7% | $7,233-98.4% | $348-67.7% |