Filed April 7, 2008 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550,498 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $155,932 |
HYAS GROUP, LLC2 years Filed as: HYAS GROUP Service code 27 · EIN 26-2924761 | Advisory (Plan) | $69,336 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $43,180 |
TRUCKER HUSS2 years Service code 29 · EIN 94-3216063 | Legal | $7,708 |
Form 5500 reported that benefits due were not provided when due.
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 | $241,149 | $96,458+150.0% | $136,298+76.9% | $77,958+209.3% |
| Participation rate | 90.9% | 75.4%+15.5pp | 81.9%+8.9pp | 71.6%+19.2pp |
| Annual return | 21.10% | 23.78%-2.7pp | 5156.27%-5135.2pp | 20.87%+0.2pp |
| Employer contribution / active EE | $2,686 | $3,144-14.6% | $4,696-42.8% | $2,310+16.2% |
| Participant deferral / active EE | $16,352 | $5,902+177.0% | $6,247+161.8% | $3,537+362.4% |
| Admin fee / account holder | $60 | $80-25.4% | $9,244-99.4% | $97-38.4% |