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 | $1,609,993 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,305,292 |
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 | $67,819 | $58,202+16.5% | $172,757-60.7% | $89,609-24.3% |
| Participation rate | 98.3% | 72.8%+25.4pp | 82.6%+15.6pp | 69.6%+28.7pp |
| Annual return | 22.39% | 61.59%-39.2pp | 803.06%-780.7pp | 33.65%-11.3pp |
| Employer contribution / active EE | $2,559 | $1,759+45.5% | $5,144-50.2% | $2,584-1.0% |
| Participant deferral / active EE | $3,999 | $3,335+19.9% | $5,198-23.1% | $4,222-5.3% |
| Admin fee / account holder | $77 | $53+47.5% | $13,956-99.4% | $72+8.2% |