Filed May 20, 2002
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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,123 | $77,976+38.7% | $81,367+32.9% | $125,391-13.8% |
| Participation rate | 0.0% | 83.3%-83.3pp | 82.3%-82.3pp | 83.2%-83.2pp |
| Annual return | 2.15% | -2.85%+5.0pp | -0.92%+3.1pp | 282.22%-280.1pp |
| Employer contribution / active EE | $79,976 | $4,366+1732.0% | $3,930+1935.2% | $4,866+1543.6% |
| Participant deferral / active EE | $150,651 | $5,646+2568.2% | $5,383+2698.5% | $5,352+2715.1% |
| Admin fee / account holder | $121 | $12,476-99.0% | $8,926-98.6% | $9,540-98.7% |