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 | $1,978,414 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $816,585 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,549 | $66,513+13.6% | $178,510-57.7% | $106,273-28.9% |
| Participation rate | 99.6% | 73.8%+25.8pp | 81.9%+17.6pp | 70.8%+28.8pp |
| Annual return | 14.25% | 21.81%-7.6pp | 151.13%-136.9pp | 21.70%-7.4pp |
| Employer contribution / active EE | $2,625 | $1,776+47.8% | $5,011-47.6% | $2,722-3.6% |
| Participant deferral / active EE | $4,213 | $3,679+14.5% | $5,202-19.0% | $4,601-8.4% |
| Admin fee / account holder | $73 | $53+37.0% | $13,988-99.5% | $78-6.6% |