Filed February 24, 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 10-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 | $271,444 |
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 | $199,791 | $118,337+68.8% | $189,513+5.4% | $93,030+114.8% |
| Participation rate | 96.1% | 89.1%+7.1pp | 87.8%+8.3pp | 73.9%+22.2pp |
| Annual return | 24.37% | 21.77%+2.6pp | 555.15%-530.8pp | 158.70%-134.3pp |
| Employer contribution / active EE | $4,129 | $4,204-1.8% | $6,162-33.0% | $2,706+52.6% |
| Participant deferral / active EE | $5,833 | $7,123-18.1% | $8,221-29.1% | $4,562+27.8% |
| Admin fee / account holder | $49 | $100-51.1% | $12,045-99.6% | $152-67.9% |