Filed September 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $576,977 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $253,661 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,307 | $178,759+98.8% | $102,460+246.8% | $106,553+233.5% |
| Participation rate | 98.1% | 91.3%+6.8pp | 76.5%+21.6pp | 69.8%+28.3pp |
| Annual return | 78.45% | 17.23%+61.2pp | 29.47%+49.0pp | 17.37%+61.1pp |
| Employer contribution / active EE | $12,613 | $5,750+119.4% | $3,025+316.9% | $3,359+275.5% |
| Participant deferral / active EE | $29,012 | $9,466+206.5% | $5,056+473.8% | $5,562+421.6% |
| Admin fee / account holder | $77 | $62+24.1% | $9,460-99.2% | $80-3.2% |