Filed September 16, 1994 (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 | $523,976 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,002 |
OLSEN THIELEN & CO., LTD3 years Service code 10 · EIN 41-1360831 | Accounting | $19,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,820 | $173,253-39.5% | $80,022+31.0% | $73,367+42.9% |
| Participation rate | 80.7% | 88.8%-8.2pp | 75.8%+4.8pp | 69.5%+11.2pp |
| Annual return | -3.38% | -2.12%-1.3pp | 11.22%-14.6pp | 173.45%-176.8pp |
| Employer contribution / active EE | $3,892 | $6,338-38.6% | $2,468+57.7% | $2,499+55.8% |
| Participant deferral / active EE | $6,372 | $8,893-28.3% | $3,686+72.9% | $4,033+58.0% |
| Admin fee / account holder | $40 | $90-55.0% | $6,521-99.4% | $68-40.8% |