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 | $289,754 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,522 |
Form 5500 reported that benefits due were not provided when due.
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 | $90,885 | $130,052-30.1% | $86,717+4.8% | $77,906+16.7% |
| Participation rate | 82.7% | 85.9%-3.2pp | 76.6%+6.1pp | 73.7%+9.0pp |
| Annual return | -12.92% | -12.73%-0.2pp | 35.97%-48.9pp | 12.16%-25.1pp |
| Employer contribution / active EE | $2,377 | $3,214-26.0% | $2,837-16.2% | $2,846-16.5% |
| Participant deferral / active EE | $5,236 | $5,741-8.8% | $4,657+12.4% | $4,805+9.0% |
| Admin fee / account holder | $62 | $132-53.3% | $7,494-99.2% | $133-53.6% |