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 | $418,065 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $253,928 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,439 | $69,238+208.3% | $185,854+14.8% | $101,555+110.2% |
| Participation rate | 70.2% | 73.5%-3.3pp | 81.7%-11.5pp | 74.5%-4.3pp |
| Annual return | 16.12% | 21.26%-5.1pp | 122.12%-106.0pp | 21.00%-4.9pp |
| Employer contribution / active EE | $2,966 | $2,104+41.0% | $5,169-42.6% | $2,972-0.2% |
| Participant deferral / active EE | $9,749 | $3,764+159.0% | $5,569+75.1% | $4,874+100.0% |
| Admin fee / account holder | $85 | $66+28.6% | $16,246-99.5% | $139-38.9% |