Filed December 25, 2013
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 | $46,395 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,903 | $78,852-30.4% | $76,768-28.5% | $75,289-27.1% |
| Participation rate | 83.3% | 85.0%-1.7pp | 77.0%+6.3pp | 72.4%+10.9pp |
| Annual return | -4.10% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $735 | $2,794-73.7% | $2,485-70.4% | $2,405-69.4% |
| Participant deferral / active EE | $3,216 | $4,800-33.0% | $3,852-16.5% | $3,739-14.0% |
| Admin fee / account holder | $82 | $79+4.0% | $6,676-98.8% | $102-19.7% |