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 | $517,565 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $337,405 |
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 | $116,355 | $67,512+72.3% | $185,854-37.4% | $93,010+25.1% |
| Participation rate | 96.4% | 67.1%+29.3pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 13.89% | 21.04%-7.2pp | 122.12%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $3,767 | $1,783+111.2% | $5,169-27.1% | $2,705+39.2% |
| Participant deferral / active EE | $7,607 | $3,035+150.6% | $5,569+36.6% | $4,561+66.8% |
| Admin fee / account holder | $175 | $318-44.9% | $16,246-98.9% | $152+15.4% |