Filed May 23, 2003 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,377 |
CUTRARA & COMPANY1 year Service code 10 · EIN 36-2887252 | Accounting | $30,000 |
AMERICAN FUNDS3 years Filed as: OPUS PRIVATE CLIENT, LLC Service code 27 · EIN 13-4023176 | Advisory (Plan) | $22,500 |
PARK AVENUE SECURITIES LLC2 years Service code 16 · EIN 13-5123390 | Consulting | $22,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,566 | $95,388+55.7% | $125,401+18.5% | $77,906+90.7% |
| Participation rate | 81.2% | 78.6%+2.6pp | 82.4%-1.2pp | 73.7%+7.5pp |
| Annual return | -24.38% | 116.19%-140.6pp | 572.53%-596.9pp | 12.16%-36.5pp |
| Employer contribution / active EE | $2,591 | $3,666-29.3% | $4,816-46.2% | $2,846-9.0% |
| Participant deferral / active EE | $11,140 | $7,711+44.5% | $7,448+49.6% | $4,805+131.8% |
| Admin fee / account holder | $74 | $119-38.2% | $10,008-99.3% | $133-44.6% |