Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,475 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,344 | $31,370+54.1% | $74,577-35.2% | $63,975-24.4% |
| Participation rate | 44.2% | 42.6%+1.6pp | 68.1%-23.9pp | 71.1%-27.0pp |
| Annual return | 9.95% | -105.16%+115.1pp | 20.47%-10.5pp | 48.65%-38.7pp |
| Employer contribution / active EE | $650 | $822-20.9% | $2,525-74.3% | $2,182-70.2% |
| Participant deferral / active EE | $4,239 | $1,560+171.7% | $3,458+22.6% | $3,356+26.3% |
| Admin fee / account holder | $71 | $77-8.1% | $4,138-98.3% | $70+0.2% |