Filed March 29, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $179,096 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,574 |
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 | $105,091 | $176,471-40.4% | $95,968+9.5% | $90,274+16.4% |
| Participation rate | 84.5% | 86.6%-2.1pp | 77.1%+7.4pp | 73.4%+11.1pp |
| Annual return | 15.56% | 20.15%-4.6pp | 91.65%-76.1pp | 53.97%-38.4pp |
| Employer contribution / active EE | $2,532 | $2,783-9.0% | $2,542-0.4% | $2,523+0.3% |
| Participant deferral / active EE | $5,129 | $5,325-3.7% | $4,167+23.1% | $4,231+21.2% |
| Admin fee / account holder | $42 | $154-72.7% | $6,798-99.4% | $114-63.0% |