Filed October 11, 2018 (most recent of 2 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $217,888 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 28 · EIN 42-1445429 | Investment Management | $50,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,627 |
Form 5500 reported that benefits due were not provided when due.
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 | $40,884 | $76,173-46.3% | $81,382-49.8% | $199,593-79.5% |
| Participation rate | 78.2% | 76.3%+2.0pp | 69.5%+8.7pp | 72.0%+6.2pp |
| Annual return | 12.93% | 15.59%-2.7pp | 24.73%-11.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $835 | $2,792-70.1% | $2,463-66.1% | $3,034-72.5% |
| Participant deferral / active EE | $3,490 | $4,201-16.9% | $3,883-10.1% | $5,087-31.4% |
| Admin fee / account holder | $109 | $146-25.5% | $5,768-98.1% | $269-59.5% |