Filed October 14, 2025 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,729 | $88,480+34.2% | $96,683+22.8% | $80,160+48.1% |
| Participation rate | 86.5% | 79.9%+6.6pp | 74.3%+12.1pp | 72.9%+13.5pp |
| Annual return | 24.94% | 22.53%+2.4pp | 35.69%-10.8pp | 40.38%-15.4pp |
| Employer contribution / active EE | $3,921 | $4,176-6.1% | $3,737+4.9% | $2,978+31.7% |
| Participant deferral / active EE | $10,767 | $3,959+172.0% | $4,878+120.7% | $5,017+114.6% |
| Admin fee / account holder | $69 | $212-67.3% | $6,730-99.0% | $145-52.2% |