Filed February 1, 1998
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 | $651,196 |
Filed as: MERIDIAN TRUST & INVESTMENT CO Service code 16 · EIN 62-1700796 | Consulting | $175,342 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,162 |
INTERNAL REVENUE SERVICE1 year Service code 14 · EIN 61-1785216 | Plan Administrator | $45,280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,586 | $53,684+199.1% | $170,435-5.8% | $80,976+98.3% |
| Participation rate | 70.8% | 69.2%+1.6pp | 83.6%-12.8pp | 68.3%+2.5pp |
| Annual return | 19.33% | 25.97%-6.6pp | 205.94%-186.6pp | 22.91%-3.6pp |
| Employer contribution / active EE | $3,842 | $1,642+134.0% | $5,432-29.3% | $2,402+59.9% |
| Participant deferral / active EE | $8,935 | $3,017+196.2% | $4,939+80.9% | $3,848+132.2% |
| Admin fee / account holder | $85 | $46+83.7% | $13,881-99.4% | $67+26.2% |