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 | $396,813 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,168 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,421 | $95,918-14.1% | $151,634-45.6% | $77,906+5.8% |
| Participation rate | 96.9% | 88.7%+8.1pp | 87.5%+9.4pp | 73.7%+23.2pp |
| Annual return | 21.44% | -5.50%+26.9pp | 3.32%+18.1pp | 12.16%+9.3pp |
| Employer contribution / active EE | $3,546 | $4,330-18.1% | $6,165-42.5% | $2,846+24.6% |
| Participant deferral / active EE | $5,406 | $7,508-28.0% | $8,363-35.4% | $4,805+12.5% |
| Admin fee / account holder | $79 | $93-15.7% | $11,614-99.3% | $133-40.7% |