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 | $253,327 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,240 |
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 | $47,424 | $50,169-5.5% | $149,740-68.3% | $80,187-40.9% |
| Participation rate | 93.5% | 64.3%+29.2pp | 78.8%+14.7pp | 72.9%+20.6pp |
| Annual return | 19.01% | 29.82%-10.8pp | 134.51%-115.5pp | 40.40%-21.4pp |
| Employer contribution / active EE | $1,585 | $1,869-15.2% | $4,821-67.1% | $2,980-46.8% |
| Participant deferral / active EE | $4,466 | $3,194+39.8% | $5,683-21.4% | $5,016-11.0% |
| Admin fee / account holder | $66 | $153-56.5% | $13,222-99.5% | $145-54.2% |