Filed March 30, 2007 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $237,904 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,640 |
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 | $40,078 | $47,456-15.5% | $172,757-76.8% | $77,775-48.5% |
| Participation rate | 81.8% | 66.3%+15.5pp | 82.6%-0.8pp | 73.2%+8.6pp |
| Annual return | 24.13% | 35.57%-11.4pp | 803.06%-778.9pp | 32.58%-8.4pp |
| Employer contribution / active EE | $1,244 | $1,574-21.0% | $5,144-75.8% | $2,504-50.3% |
| Participant deferral / active EE | $3,088 | $2,560+20.6% | $5,198-40.6% | $3,966-22.1% |
| Admin fee / account holder | $66 | $81-18.6% | $13,956-99.5% | $100-34.2% |