Filed October 18, 2004 (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 | $130,814 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,959 | $122,585-19.3% | $184,256-46.3% | $200,096-50.5% |
| Participation rate | 96.5% | 86.9%+9.5pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 13.34% | 144.12%-130.8pp | 28.85%-15.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $3,720 | $4,571-18.6% | $6,427-42.1% | $3,038+22.5% |
| Participant deferral / active EE | $6,067 | $7,972-23.9% | $9,133-33.6% | $5,090+19.2% |
| Admin fee / account holder | $36 | $120-70.4% | $13,899-99.7% | $269-86.8% |