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 | $73,528 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,350 |
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 | $62,684 | $41,617+50.6% | $84,628-25.9% | $77,775-19.4% |
| Participation rate | 46.3% | 45.0%+1.3pp | 68.2%-21.9pp | 73.2%-26.9pp |
| Annual return | 23.77% | 24.97%-1.2pp | 258.80%-235.0pp | 32.58%-8.8pp |
| Employer contribution / active EE | $924 | $1,061-12.9% | $2,653-65.2% | $2,504-63.1% |
| Participant deferral / active EE | $5,415 | $2,129+154.4% | $3,900+38.8% | $3,966+36.5% |
| Admin fee / account holder | $57 | $121-52.9% | $4,914-98.8% | $100-43.0% |