Filed December 19, 2007
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 | $265,371 |
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 | $160,098 | $99,062+61.6% | $97,226+64.7% | $99,062+61.6% |
| Participation rate | 97.7% | 71.6%+26.1pp | 72.7%+25.0pp | 71.6%+26.1pp |
| Annual return | 17.21% | 17.66%-0.5pp | 75.13%-57.9pp | 17.66%-0.5pp |
| Employer contribution / active EE | $6,868 | $3,262+110.5% | $2,729+151.7% | $3,262+110.5% |
| Participant deferral / active EE | $14,661 | $5,331+175.0% | $4,264+243.9% | $5,331+175.0% |
| Admin fee / account holder | $22 | $109-80.2% | $5,654-99.6% | $109-80.2% |