Filed October 29, 2008 (most recent of 3 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 | $397,448 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,843 | $59,312+16.1% | $149,740-54.0% | $103,657-33.6% |
| Participation rate | 96.8% | 70.3%+26.5pp | 78.8%+18.0pp | 73.4%+23.4pp |
| Annual return | 19.48% | 78.03%-58.6pp | 134.51%-115.0pp | 33.13%-13.6pp |
| Employer contribution / active EE | $2,661 | $2,187+21.7% | $4,821-44.8% | $3,216-17.2% |
| Participant deferral / active EE | $5,574 | $3,719+49.9% | $5,683-1.9% | $5,218+6.8% |
| Admin fee / account holder | $68 | $103-33.7% | $13,222-99.5% | $114-40.3% |