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 | $791,295 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,201 |
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 | $378,057 | $161,802+133.7% | $96,564+291.5% | $96,393+292.2% |
| Participation rate | 96.9% | 92.5%+4.5pp | 76.0%+20.9pp | 71.3%+25.7pp |
| Annual return | 23.56% | 18.41%+5.1pp | 25.89%-2.3pp | 22.88%+0.7pp |
| Employer contribution / active EE | $9,348 | $5,381+73.7% | $2,967+215.1% | $3,239+188.7% |
| Participant deferral / active EE | $23,313 | $8,927+161.1% | $4,852+380.5% | $5,455+327.4% |
| Admin fee / account holder | $86 | $61+41.2% | $8,256-99.0% | $74+16.4% |