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 | $251,194 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,665 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $22,500 |
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 | $114,012 | $159,391-28.5% | $102,460+11.3% | $99,313+14.8% |
| Participation rate | 88.3% | 88.6%-0.3pp | 76.5%+11.8pp | 71.7%+16.6pp |
| Annual return | 29.68% | 19.03%+10.6pp | 29.47%+0.2pp | 17.67%+12.0pp |
| Employer contribution / active EE | $2,955 | $4,207-29.8% | $3,025-2.3% | $3,264-9.5% |
| Participant deferral / active EE | $6,098 | $7,498-18.7% | $5,056+20.6% | $5,346+14.1% |
| Admin fee / account holder | $57 | $159-63.9% | $9,460-99.4% | $109-47.4% |