Filed January 10, 1997
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 | $329,129 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $297,031 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $15,000 |
Employer contribution per participant 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 | $160,650 | $124,049+29.5% | $95,968+67.4% | $93,223+72.3% |
| Participation rate | 95.9% | 88.4%+7.5pp | 77.1%+18.8pp | 74.9%+21.0pp |
| Annual return | 21.25% | 22.17%-0.9pp | 91.65%-70.4pp | 19.29%+2.0pp |
| Employer contribution / active EE | $1,133 | $3,478-67.4% | $2,542-55.4% | $2,680-57.7% |
| Participant deferral / active EE | $10,005 | $6,147+62.8% | $4,167+140.1% | $4,563+119.3% |
| Admin fee / account holder | $87 | $73+20.0% | $6,798-98.7% | $79+10.2% |