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 | $845,430 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,517 |
Form 5500 reported that benefits due were not provided when due.
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 | $366,762 | $171,796+113.5% | $111,319+229.5% | $106,520+244.3% |
| Participation rate | 98.5% | 88.6%+9.9pp | 77.3%+21.2pp | 71.3%+27.2pp |
| Annual return | 16.42% | 18.62%-2.2pp | 54.68%-38.3pp | 19.28%-2.9pp |
| Employer contribution / active EE | $9,168 | $4,687+95.6% | $2,732+235.6% | $2,840+222.8% |
| Participant deferral / active EE | $20,927 | $7,845+166.8% | $4,488+366.3% | $4,948+322.9% |
| Admin fee / account holder | $86 | $69+23.5% | $7,966-98.9% | $75+15.0% |