Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $512,553 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $439,046 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,078 | $117,238+54.5% | $87,102+107.9% | $82,204+120.3% |
| Participation rate | 98.4% | 87.2%+11.2pp | 76.9%+21.5pp | 73.4%+25.0pp |
| Annual return | 22.34% | 25.80%-3.5pp | 28.19%-5.9pp | 26.31%-4.0pp |
| Employer contribution / active EE | $6,177 | $3,535+74.7% | $2,521+145.0% | $2,707+128.2% |
| Participant deferral / active EE | $12,251 | $5,976+105.0% | $4,048+202.6% | $4,246+188.6% |
| Admin fee / account holder | $72 | $81-11.2% | $7,493-99.0% | $76-4.5% |