Filed May 5, 2005
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 | $684,549 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,110 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $63,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,526 | $106,553-31.0% | $69,632+5.6% | $106,553-31.0% |
| Participation rate | 95.6% | 69.8%+25.8pp | 66.4%+29.2pp | 69.8%+25.8pp |
| Annual return | 18.07% | 17.37%+0.7pp | 101.32%-83.3pp | 17.37%+0.7pp |
| Employer contribution / active EE | $2,743 | $3,359-18.3% | $1,708+60.6% | $3,359-18.3% |
| Participant deferral / active EE | $5,812 | $5,562+4.5% | $2,889+101.2% | $5,562+4.5% |
| Admin fee / account holder | $72 | $80-9.7% | $4,695-98.5% | $80-9.7% |