Filed April 26, 2006 (most recent of 4 filings on file)
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 | $453,773 |
LCG ASSOCIATES, INC.1 year Service code 16 · EIN 75-1680350 | Consulting | $25,000 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $24,500 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,404 | $52,960-29.4% | $86,681-56.8% | $80,187-53.4% |
| Participation rate | 91.5% | 62.4%+29.1pp | 71.7%+19.7pp | 72.9%+18.5pp |
| Annual return | 19.09% | 24.84%-5.7pp | 593.32%-574.2pp | 40.40%-21.3pp |
| Employer contribution / active EE | $1,678 | $2,138-21.5% | $3,026-44.5% | $2,980-43.7% |
| Participant deferral / active EE | $5,250 | $3,226+62.7% | $4,440+18.3% | $5,016+4.7% |
| Admin fee / account holder | $80 | $113-29.7% | $5,620-98.6% | $145-45.1% |