Filed March 3, 2020
Total covered: 130 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $193,270 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,776 |
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 | $139,347 | $104,544+33.3% | $96,564+44.3% | $80,187+73.8% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.4pp |
| Annual return | 19.07% | 21.79%-2.7pp | 25.89%-6.8pp | 40.40%-21.3pp |
| Employer contribution / active EE | $3,975 | $3,527+12.7% | $2,967+34.0% | $2,980+33.4% |
| Participant deferral / active EE | $8,954 | $6,170+45.1% | $4,852+84.5% | $5,016+78.5% |
| Admin fee / account holder | $89 | $107-17.1% | $8,256-98.9% | $145-38.9% |