Filed December 18, 2002
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 |
|---|---|---|
Filed as: ALTMAN & CRONIN Service code 49 · EIN 94-3253397 | Other Services | $124,061 |
GOVATOS3+ years Service code 16 · EIN 23-2986828 | Consulting | $34,176 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $29,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$311,546 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $357,495 | $96,458+270.6% | $136,298+162.3% | $77,958+358.6% |
| Participation rate | 85.5% | 75.4%+10.2pp | 81.9%+3.6pp | 71.6%+13.9pp |
| Annual return | 19.81% | 23.78%-4.0pp | 5156.27%-5136.5pp | 20.87%-1.1pp |
| Employer contribution / active EE | $10,317 | $3,144+228.2% | $4,696+119.7% | $2,310+346.5% |
| Participant deferral / active EE | $9,585 | $5,902+62.4% | $6,247+53.4% | $3,537+171.0% |
| Admin fee / account holder | -$28 | $80-135.3% | $9,244-100.3% | $97-129.2% |