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 | $249,398 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,175 |
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 | $100,555 | $104,544-3.8% | $96,564+4.1% | $80,187+25.4% |
| Participation rate | 93.1% | 86.4%+6.7pp | 76.0%+17.1pp | 72.9%+20.1pp |
| Annual return | 19.43% | 21.79%-2.4pp | 25.89%-6.5pp | 40.40%-21.0pp |
| Employer contribution / active EE | $3,150 | $3,527-10.7% | $2,967+6.2% | $2,980+5.7% |
| Participant deferral / active EE | $6,161 | $6,170-0.2% | $4,852+27.0% | $5,016+22.8% |
| Admin fee / account holder | $53 | $107-50.3% | $8,256-99.4% | $145-63.3% |