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 | $366,622 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,555 | $118,464+11.9% | $96,564+37.3% | $103,657+27.9% |
| Participation rate | 97.1% | 89.0%+8.1pp | 76.0%+21.1pp | 73.4%+23.7pp |
| Annual return | 21.10% | 18.79%+2.3pp | 25.89%-4.8pp | 33.13%-12.0pp |
| Employer contribution / active EE | $6,135 | $4,210+45.7% | $2,967+106.8% | $3,216+90.8% |
| Participant deferral / active EE | $7,955 | $7,277+9.3% | $4,852+64.0% | $5,218+52.4% |
| Admin fee / account holder | $76 | $81-6.3% | $8,256-99.1% | $114-33.4% |