Filed January 25, 1999
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 | $2,471,062 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $724,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,289 | $53,531-52.8% | $86,251-70.7% | $96,393-73.8% |
| Participation rate | 36.8% | 53.4%-16.6pp | 69.0%-32.1pp | 71.3%-34.5pp |
| Annual return | 20.71% | 20.51%+0.2pp | 1170.54%-1149.8pp | 22.88%-2.2pp |
| Employer contribution / active EE | $749 | $1,158-35.3% | $2,381-68.5% | $3,239-76.9% |
| Participant deferral / active EE | $1,370 | $1,965-30.3% | $3,987-65.6% | $5,455-74.9% |
| Admin fee / account holder | $20 | $55-64.4% | $6,857-99.7% | $74-73.3% |