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 | $358,022 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $348,585 |
HYAS GROUP, LLC1 year Filed as: THE HYAS GROUP LLC Service code 27 · EIN 26-2924761 | Advisory (Plan) | $73,004 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $28,500 |
TRUCKER HUSS6 years Service code 29 · EIN 94-3216063 | Legal | $21,329 |
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 | $352,891 | $120,450+193.0% | $159,495+121.3% | $93,010+279.4% |
| Participation rate | 96.5% | 78.0%+18.5pp | 82.8%+13.6pp | 73.9%+22.6pp |
| Annual return | 16.99% | 27.11%-10.1pp | 263.72%-246.7pp | 158.70%-141.7pp |
| Employer contribution / active EE | $2,989 | $3,526-15.2% | $4,831-38.1% | $2,705+10.5% |
| Participant deferral / active EE | $21,207 | $7,283+191.2% | $7,354+188.4% | $4,561+365.0% |
| Admin fee / account holder | $93 | $137-32.1% | $10,804-99.1% | $152-38.7% |