Filed October 18, 2004 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156,806 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $27,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $26,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,177 | $142,386-54.9% | $152,473-57.9% | $93,010-31.0% |
| Participation rate | 91.3% | 85.6%+5.7pp | 78.2%+13.1pp | 73.9%+17.4pp |
| Annual return | 14.27% | 18.07%-3.8pp | 757.59%-743.3pp | 158.70%-144.4pp |
| Employer contribution / active EE | $3,287 | $5,485-40.1% | $4,326-24.0% | $2,705+21.5% |
| Participant deferral / active EE | $5,117 | $6,872-25.5% | $5,817-12.0% | $4,561+12.2% |
| Admin fee / account holder | $71 | $108-34.0% | $15,811-99.5% | $152-53.0% |