Filed January 21, 2010 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,662 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,253 | $88,982-15.4% | $102,438-26.5% | $77,671-3.1% |
| Participation rate | 91.7% | 80.9%+10.7pp | 76.5%+15.2pp | 70.6%+21.1pp |
| Annual return | 13.18% | 25.01%-11.8pp | 29.37%-16.2pp | 31.21%-18.0pp |
| Employer contribution / active EE | $1,420 | $2,698-47.4% | $3,024-53.0% | $2,726-47.9% |
| Participant deferral / active EE | $5,179 | $5,144+0.7% | $5,054+2.5% | $4,648+11.4% |
| Admin fee / account holder | $90 | $236-61.6% | $9,448-99.0% | $430-79.0% |