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 | $448,045 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $265,355 |
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 | $107,487 | $56,095+91.6% | $178,510-39.8% | $90,274+19.1% |
| Participation rate | 97.7% | 65.6%+32.2pp | 81.9%+15.8pp | 73.4%+24.4pp |
| Annual return | 16.26% | 28.81%-12.6pp | 151.13%-134.9pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,713 | $1,572+136.1% | $5,011-25.9% | $2,523+47.1% |
| Participant deferral / active EE | $7,300 | $2,669+173.6% | $5,202+40.3% | $4,231+72.6% |
| Admin fee / account holder | $154 | $101+53.3% | $13,988-98.9% | $114+35.2% |