Filed February 13, 1996
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 | $138,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,279 | $122,693+12.7% | $184,203-24.9% | $199,593-30.7% |
| Participation rate | 98.1% | 86.8%+11.3pp | 86.8%+11.3pp | 72.0%+26.1pp |
| Annual return | 16.14% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $6,613 | $4,584+44.3% | $6,427+2.9% | $3,034+117.9% |
| Participant deferral / active EE | $10,146 | $7,990+27.0% | $9,131+11.1% | $5,087+99.5% |
| Admin fee / account holder | $55 | $121-54.7% | $13,901-99.6% | $269-79.7% |