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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $371,288 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $342,925 |
HYAS GROUP, LLC1 year Filed as: HYAS Service code 27 · EIN 26-2924761 | Advisory (Plan) | $78,116 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $32,500 |
TRUCKER HUSS7 years Service code 29 · EIN 94-3216063 | Legal | $31,579 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $259,061 | $95,388+171.6% | $125,363+106.6% | $77,906+232.5% |
| Participation rate | 96.3% | 78.6%+17.7pp | 82.4%+13.9pp | 73.7%+22.6pp |
| Annual return | -18.31% | 116.19%-134.5pp | 572.15%-590.5pp | 12.16%-30.5pp |
| Employer contribution / active EE | $2,821 | $3,666-23.0% | $4,815-41.4% | $2,846-0.9% |
| Participant deferral / active EE | $20,143 | $7,711+161.2% | $7,447+170.5% | $4,805+319.2% |
| Admin fee / account holder | $107 | $119-9.7% | $10,005-98.9% | $133-19.1% |