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 | $517,575 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,766 |
HYAS GROUP, LLC4+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $71,068 |
TRUCKER HUSS3 years Service code 29 · EIN 94-3216063 | Legal | $19,896 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,550 |
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 | $213,206 | $88,874+139.9% | $123,553+72.6% | $75,289+183.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.3%+11.0pp | 72.4%+20.9pp |
| Annual return | -3.19% | 4.22%-7.4pp | 119.21%-122.4pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,694 | $3,256-17.2% | $4,628-41.8% | $2,405+12.0% |
| Participant deferral / active EE | $16,856 | $6,174+173.0% | $6,426+162.3% | $3,739+350.8% |
| Admin fee / account holder | $45 | $95-52.6% | $9,284-99.5% | $102-56.2% |