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 | $65,996 |
ELLWOOD ASSOCIATES2 years Service code 26 33 W MONROE · CHICAGO, IL 60603 | Advisory (Participants) | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$552,803 |
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 | $398,114 | $101,523+292.1% | $141,200+182.0% | $77,775+411.9% |
| Participation rate | 91.3% | 77.4%+13.9pp | 82.5%+8.8pp | 73.2%+18.1pp |
| Annual return | 24.42% | 56.22%-31.8pp | 71.41%-47.0pp | 32.58%-8.2pp |
| Employer contribution / active EE | $11,743 | $3,341+251.5% | $4,736+147.9% | $2,504+369.0% |
| Participant deferral / active EE | $11,526 | $6,434+79.2% | $6,710+71.8% | $3,966+190.6% |
| Admin fee / account holder | $0 | $92-100.0% | $10,265-100.0% | $100-100.0% |