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 | $1,369,288 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $752,734 |
Form 5500 reported that benefits due were not provided when due.
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 | $83,323 | $68,330+21.9% | $149,740-44.4% | $96,393-13.6% |
| Participation rate | 99.7% | 74.6%+25.1pp | 78.8%+20.9pp | 71.3%+28.4pp |
| Annual return | 17.34% | 29.64%-12.3pp | 134.51%-117.2pp | 22.88%-5.5pp |
| Employer contribution / active EE | $3,141 | $2,139+46.8% | $4,821-34.8% | $3,239-3.0% |
| Participant deferral / active EE | $5,302 | $4,422+19.9% | $5,683-6.7% | $5,455-2.8% |
| Admin fee / account holder | $60 | $52+14.8% | $13,222-99.5% | $74-19.2% |