Filed October 23, 2008
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 27 · EIN 26-1131724 | Advisory (Plan) | $59,477 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $15,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,493 | $32,913+38.2% | $80,004-43.1% | $59,188-23.1% |
| Participation rate | 90.4% | 56.9%+33.5pp | 73.0%+17.4pp | 69.4%+20.9pp |
| Annual return | 2.50% | 1.16%+1.3pp | 7.63%-5.1pp | 5.51%-3.0pp |
| Employer contribution / active EE | $892 | $789+13.1% | $2,473-63.9% | $2,098-57.5% |
| Participant deferral / active EE | $5,129 | $1,686+204.2% | $3,204+60.1% | $3,265+57.1% |
| Admin fee / account holder | $27 | $40-33.0% | $5,033-99.5% | $92-70.9% |