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 | $461,567 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $267,211 |
HYAS GROUP, LLC6+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $71,996 |
MOSS ADAMS LLP6+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
TRUCKER HUSS5 years Service code 29 · EIN 94-3216063 | Legal | $13,142 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,867 | $127,481+142.3% | $149,751+106.3% | $90,274+242.1% |
| Participation rate | 96.4% | 78.2%+18.2pp | 82.5%+14.0pp | 73.4%+23.1pp |
| Annual return | 19.47% | 57.78%-38.3pp | 276.71%-257.2pp | 53.97%-34.5pp |
| Employer contribution / active EE | $2,651 | $3,448-23.1% | $4,646-42.9% | $2,523+5.1% |
| Participant deferral / active EE | $19,364 | $6,975+177.6% | $6,843+183.0% | $4,231+357.7% |
| Admin fee / account holder | $107 | $152-29.4% | $9,312-98.8% | $114-6.1% |