Filed February 18, 1994
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 9-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 | $54,618 |
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 | $161,653 | $89,588+80.4% | $136,007+18.9% | $77,643+108.2% |
| Participation rate | 92.5% | 74.3%+18.2pp | 76.5%+16.0pp | 70.6%+21.9pp |
| Annual return | 16.85% | 17.42%-0.6pp | 579.32%-562.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,502 | $3,491+0.3% | $4,217-16.9% | $2,726+28.5% |
| Participant deferral / active EE | $5,582 | $5,591-0.2% | $7,025-20.5% | $4,647+20.1% |
| Admin fee / account holder | $80 | $539-85.2% | $6,858-98.8% | $430-81.4% |