Filed June 18, 2002
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 | $321,495 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $122,835 |
FGMK, LLC1 year Service code 10 · EIN 36-2929601 | Accounting | $68,000 |
Filed as: ECONOMIC GROUP PENSION SERVICES, I Service code 49 · EIN 13-3180178 | Other Services | $22,830 |
BAKER TILLY US, LLP5 years Service code 49 · EIN 39-0859910 | Other Services | $10,250 |
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 | $161,604 | $159,391+1.4% | $102,460+57.7% | $99,313+62.7% |
| Participation rate | 71.2% | 88.6%-17.4pp | 76.5%-5.3pp | 71.7%-0.5pp |
| Annual return | 49.59% | 19.03%+30.6pp | 29.47%+20.1pp | 17.67%+31.9pp |
| Employer contribution / active EE | $3,727 | $4,207-11.4% | $3,025+23.2% | $3,264+14.2% |
| Participant deferral / active EE | $5,772 | $7,498-23.0% | $5,056+14.2% | $5,346+8.0% |
| Admin fee / account holder | $59 | $159-62.9% | $9,460-99.4% | $109-45.9% |