Filed October 18, 2004 (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 16 · EIN 26-0058143 | Consulting | $72,536 |
Service code 29 · EIN 46-4009441 | Legal | $36,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,813 |
Form 5500 reported that benefits due were not provided when due.
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 | $96,108 | $67,228+43.0% | $117,861-18.5% | $77,958+23.3% |
| Participation rate | 98.3% | 79.4%+18.9pp | 79.7%+18.6pp | 71.6%+26.6pp |
| Annual return | 18.61% | 19.13%-0.5pp | 335.11%-316.5pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,927 | $2,211+32.4% | $3,786-22.7% | $2,310+26.7% |
| Participant deferral / active EE | $4,969 | $3,653+36.0% | $4,482+10.9% | $3,537+40.5% |
| Admin fee / account holder | $5 | $76-93.3% | $8,021-99.9% | $97-94.8% |