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 | $756,312 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,244 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $298,920 | $138,331+116.1% | $86,717+244.7% | $89,433+234.2% |
| Participation rate | 97.7% | 88.9%+8.9pp | 76.6%+21.1pp | 71.3%+26.5pp |
| Annual return | -20.17% | -11.72%-8.5pp | 35.97%-56.1pp | -11.88%-8.3pp |
| Employer contribution / active EE | $9,254 | $4,812+92.3% | $2,837+226.2% | $3,021+206.3% |
| Participant deferral / active EE | $21,733 | $8,027+170.8% | $4,657+366.7% | $5,125+324.1% |
| Admin fee / account holder | $85 | $64+33.2% | $7,494-98.9% | $79+7.5% |