Filed December 18, 2013 (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 | $1,002,161 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,629 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $88,751 |
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 | $43,097 | $46,969-8.2% | $154,110-72.0% | $73,367-41.3% |
| Participation rate | 87.4% | 72.4%+15.0pp | 83.0%+4.4pp | 69.5%+17.9pp |
| Annual return | -4.88% | 821.68%-826.6pp | 735.22%-740.1pp | 173.45%-178.3pp |
| Employer contribution / active EE | $1,092 | $1,723-36.6% | $5,298-79.4% | $2,499-56.3% |
| Participant deferral / active EE | $3,247 | $3,162+2.7% | $5,081-36.1% | $4,033-19.5% |
| Admin fee / account holder | $64 | $47+38.4% | $13,412-99.5% | $68-5.7% |