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 | $338,672 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $311,311 |
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 | $114,411 | $134,619-15.0% | $111,319+2.8% | $101,555+12.7% |
| Participation rate | 97.9% | 89.0%+8.9pp | 77.3%+20.6pp | 74.5%+23.4pp |
| Annual return | 15.21% | 17.96%-2.7pp | 54.68%-39.5pp | 21.00%-5.8pp |
| Employer contribution / active EE | $4,619 | $3,829+20.6% | $2,732+69.1% | $2,972+55.4% |
| Participant deferral / active EE | $4,837 | $6,572-26.4% | $4,488+7.8% | $4,874-0.8% |
| Admin fee / account holder | $58 | $86-33.1% | $7,966-99.3% | $139-58.6% |