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 | $200,775 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,697 |
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 | $44,640 | $73,034-38.9% | $76,902-42.0% | $80,169-44.3% |
| Participation rate | 86.9% | 78.1%+8.8pp | 69.6%+17.3pp | 72.9%+14.0pp |
| Annual return | 16.19% | 18.56%-2.4pp | 37.91%-21.7pp | 40.39%-24.2pp |
| Employer contribution / active EE | $1,398 | $2,779-49.7% | $2,534-44.8% | $2,978-53.1% |
| Participant deferral / active EE | $4,598 | $4,140+11.1% | $3,833+20.0% | $5,016-8.3% |
| Admin fee / account holder | $110 | $104+6.2% | $5,479-98.0% | $145-24.0% |