Filed December 5, 2013
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 | $247,896 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,916 |
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 | $165,837 | $144,879+14.5% | $111,319+49.0% | $93,010+78.3% |
| Participation rate | 96.9% | 86.1%+10.7pp | 77.3%+19.5pp | 73.9%+23.0pp |
| Annual return | 13.99% | 18.11%-4.1pp | 54.68%-40.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $4,969 | $3,052+62.8% | $2,732+81.9% | $2,705+83.7% |
| Participant deferral / active EE | $7,281 | $5,576+30.6% | $4,488+62.3% | $4,561+59.6% |
| Admin fee / account holder | $65 | $104-37.2% | $7,966-99.2% | $152-57.2% |