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 | $345,540 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $311,416 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $107,355 | $50,169+114.0% | $149,740-28.3% | $80,187+33.9% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.5pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.51%-116.5pp | 40.40%-22.4pp |
| Employer contribution / active EE | $3,596 | $1,869+92.4% | $4,821-25.4% | $2,980+20.7% |
| Participant deferral / active EE | $7,641 | $3,194+139.2% | $5,683+34.5% | $5,016+52.3% |
| Admin fee / account holder | $128 | $153-15.9% | $13,222-99.0% | $145-11.4% |