Filed December 29, 2011 (most recent of 4 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 | $1,919,962 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,454 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $27,810 |
MERCER2 years Filed as: MERCER (US) INC Service code 49 · EIN 13-2834414 | Other Services | $19,768 |
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 | $72,938 | $80,242-9.1% | $119,628-39.0% | $89,433-18.4% |
| Participation rate | 87.3% | 78.3%+9.0pp | 79.3%+8.0pp | 71.3%+16.0pp |
| Annual return | -16.36% | -12.97%-3.4pp | -14.98%-1.4pp | -11.88%-4.5pp |
| Employer contribution / active EE | $3,610 | $2,684+34.5% | $4,232-14.7% | $3,021+19.5% |
| Participant deferral / active EE | $4,711 | $4,686+0.5% | $5,601-15.9% | $5,125-8.1% |
| Admin fee / account holder | $43 | $66-35.0% | $10,330-99.6% | $79-45.7% |