Filed July 23, 2026
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 | $88,656 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,904 | $78,419-37.6% | $133,956-63.5% | $73,409-33.4% |
| Participation rate | 88.0% | 78.6%+9.4pp | 79.8%+8.1pp | 72.2%+15.8pp |
| Annual return | 16.89% | 33.35%-16.5pp | 45.09%-28.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $817 | $2,044-60.0% | $3,919-79.1% | $2,234-63.4% |
| Participant deferral / active EE | $4,194 | $3,925+6.9% | $5,048-16.9% | $3,805+10.2% |
| Admin fee / account holder | $121 | $161-24.7% | $8,927-98.6% | $158-23.1% |