Filed June 16, 2006 (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 | $229,510 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $78,092 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $82,920 | $59,312+39.8% | $149,740-44.6% | $103,657-20.0% |
| Participation rate | 96.6% | 70.3%+26.3pp | 78.8%+17.8pp | 73.4%+23.2pp |
| Annual return | 18.72% | 78.03%-59.3pp | 134.51%-115.8pp | 33.13%-14.4pp |
| Employer contribution / active EE | $2,148 | $2,187-1.8% | $4,821-55.5% | $3,216-33.2% |
| Participant deferral / active EE | $4,998 | $3,719+34.4% | $5,683-12.1% | $5,218-4.2% |
| Admin fee / account holder | $54 | $103-47.8% | $13,222-99.6% | $114-53.1% |