Filed November 2, 2004 (most recent of 3 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 | $324,471 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,164 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,836 | $124,049-16.3% | $95,968+8.2% | $93,223+11.4% |
| Participation rate | 98.5% | 88.4%+10.1pp | 77.1%+21.4pp | 74.9%+23.6pp |
| Annual return | 17.31% | 22.17%-4.9pp | 91.65%-74.3pp | 19.29%-2.0pp |
| Employer contribution / active EE | $4,106 | $3,478+18.1% | $2,542+61.6% | $2,680+53.2% |
| Participant deferral / active EE | $4,199 | $6,147-31.7% | $4,167+0.8% | $4,563-8.0% |
| Admin fee / account holder | $54 | $73-26.2% | $6,798-99.2% | $79-32.3% |