Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $547,910 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,109 |
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 | $86,610 | $58,202+48.8% | $172,757-49.9% | $89,609-3.3% |
| Participation rate | 83.4% | 72.8%+10.5pp | 82.6%+0.7pp | 69.6%+13.8pp |
| Annual return | 23.01% | 61.59%-38.6pp | 803.06%-780.0pp | 33.65%-10.6pp |
| Employer contribution / active EE | $1,771 | $1,759+0.7% | $5,144-65.6% | $2,584-31.5% |
| Participant deferral / active EE | $5,748 | $3,335+72.4% | $5,198+10.6% | $4,222+36.1% |
| Admin fee / account holder | $38 | $53-27.4% | $13,956-99.7% | $72-46.8% |