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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $217,430 |
NEAL FINANCIAL GROUP, LP1 year Filed as: O'NEAL INDUSTRIES, INC Service code 14 · EIN 46-4009440 | Plan Administrator | $10,814 |
Filed as: BARFIELD, MURPHY, SHANK & SMITH LLC Service code 10 · EIN 46-1498870 | Accounting | $10,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$138,433 |
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 | $88,599 | $64,311+37.8% | $110,243-19.6% | $75,289+17.7% |
| Participation rate | 95.4% | 79.3%+16.1pp | 79.8%+15.6pp | 72.4%+23.0pp |
| Annual return | -5.32% | -1.74%-3.6pp | 314.76%-320.1pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,977 | $2,404+23.9% | $3,827-22.2% | $2,405+23.8% |
| Participant deferral / active EE | $5,265 | $3,892+35.3% | $4,672+12.7% | $3,739+40.8% |
| Admin fee / account holder | $31 | $88-64.4% | $8,548-99.6% | $102-69.5% |