Filed March 6, 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.
See the 5-year trajectory. $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 | $73,215 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,530 | $72,254+35.0% | $86,677+12.5% | $64,808+50.5% |
| Participation rate | 94.2% | 80.4%+13.8pp | 76.6%+17.7pp | 71.5%+22.8pp |
| Annual return | -14.28% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $5,987 | $2,393+150.2% | $2,836+111.1% | $2,506+138.9% |
| Participant deferral / active EE | $6,202 | $4,658+33.1% | $4,656+33.2% | $4,310+43.9% |
| Admin fee / account holder | $82 | $174-53.0% | $7,493-98.9% | $188-56.4% |