Filed April 26, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC1 year Filed as: ICAPITAL LLC Service code 16 · EIN 76-0708798 | Consulting | $113,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,907 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,966 | $50,815+185.3% | $155,509-6.8% | $77,643+86.7% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 16.00% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $4,360 | $1,993+118.8% | $4,672-6.7% | $2,726+59.9% |
| Participant deferral / active EE | $6,577 | $2,822+133.1% | $5,626+16.9% | $4,647+41.5% |
| Admin fee / account holder | $251 | $437-42.5% | $15,912-98.4% | $430-41.6% |