Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,853 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,120 | $44,989-61.9% | $170,442-90.0% | $77,958-78.0% |
| Participation rate | 95.7% | 64.6%+31.1pp | 83.6%+12.1pp | 71.6%+24.0pp |
| Annual return | 17.38% | 19.61%-2.2pp | 205.93%-188.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,825 | $1,466+92.7% | $5,433-48.0% | $2,310+22.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $23 | $69-66.5% | $13,880-99.8% | $97-76.3% |