Filed June 1, 2006 (most recent of 2 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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,179,718 |
SHERRY OTTE3+ years Service code 16 · EIN 27-1459442 | Consulting | $135,779 |
POLSINELLI3+ years Service code 29 · EIN 43-1064260 | Legal | $104,491 |
CATHOLIC HEALTH INITIATIVES2 years Service code 14 · EIN 47-0617373 | Plan Administrator | $92,402 |
Service code 16 · EIN 38-3506452 | Consulting | $70,264 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT STRATEGIES INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $37,478 |
Service code 16 · EIN 62-1764489 | Consulting | $26,141 |
QDRO CONSULTANTS COMPANY, LLC3+ years Service code 16 · EIN 34-1820650 | Consulting | $11,050 |
GUIDESPARK2 years Filed as: GUIDESPARK INC. Service code 16 · EIN 26-2229810 | Consulting | $9,975 |
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 | $29,155 | $53,684-45.7% | $170,435-82.9% | $80,976-64.0% |
| Participation rate | 91.2% | 69.2%+22.1pp | 83.6%+7.6pp | 68.3%+23.0pp |
| Annual return | 22.99% | 25.97%-3.0pp | 205.94%-182.9pp | 22.91%+0.1pp |
| Employer contribution / active EE | $2,898 | $1,642+76.5% | $5,432-46.7% | $2,402+20.6% |
| Participant deferral / active EE | $4,602 | $3,017+52.6% | $4,939-6.8% | $3,848+19.6% |
| Admin fee / account holder | $26 | $46-43.9% | $13,881-99.8% | $67-61.5% |