Filed September 14, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,581 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,000 |
COZEN O'CONNOR2 years Service code 49 · EIN 23-1732832 | Other Services | $85,912 |
HAM, LANGSTON & BREZINA, LLP2 years Service code 10 · EIN 76-0448495 | Accounting | $22,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,058 | $110,258+50.6% | $102,460+62.1% | $200,096-17.0% |
| Participation rate | 91.0% | 86.3%+4.7pp | 76.5%+14.5pp | 72.0%+19.0pp |
| Annual return | 18.36% | 35.78%-17.4pp | 29.47%-11.1pp | 34.26%-15.9pp |
| Employer contribution / active EE | $8,357 | $3,605+131.8% | $3,025+176.2% | $3,038+175.1% |
| Participant deferral / active EE | $8,817 | $6,377+38.3% | $5,056+74.4% | $5,090+73.2% |
| Admin fee / account holder | $137 | $122+11.8% | $9,460-98.6% | $269-49.2% |