Filed November 22, 2005 (most recent of 3 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 | $1,527,705 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $670,682 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,490 | $49,270+12.6% | $156,551-64.6% | $329,111-83.1% |
| Participation rate | 97.6% | 68.1%+29.5pp | 84.0%+13.6pp | 67.9%+29.8pp |
| Annual return | 11.11% | 23.25%-12.1pp | 32.23%-21.1pp | 16.35%-5.2pp |
| Employer contribution / active EE | $2,569 | $1,534+67.4% | $5,501-53.3% | $2,303+11.5% |
| Participant deferral / active EE | $3,496 | $2,920+19.7% | $4,871-28.2% | $3,682-5.1% |
| Admin fee / account holder | $70 | $51+37.8% | $13,028-99.5% | $754-90.8% |