Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $330,670 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $254,130 |
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 | $75,988 | $44,989+68.9% | $170,435-55.4% | $77,958-2.5% |
| Participation rate | 98.1% | 64.6%+33.5pp | 83.6%+14.5pp | 71.6%+26.4pp |
| Annual return | 18.19% | 19.61%-1.4pp | 205.94%-187.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,891 | $1,466+165.4% | $5,432-28.4% | $2,310+68.4% |
| Participant deferral / active EE | $6,003 | $2,208+171.9% | $4,939+21.5% | $3,537+69.7% |
| Admin fee / account holder | $128 | $69+85.1% | $13,881-99.1% | $97+31.1% |