Filed September 23, 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 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 | $161,135 |
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 | $181,652 | $105,190+72.7% | $98,907+83.7% | $90,288+101.2% |
| Participation rate | 92.8% | 86.4%+6.5pp | 76.0%+16.8pp | 73.4%+19.5pp |
| Annual return | 17.42% | 18.52%-1.1pp | 196.43%-179.0pp | 53.97%-36.6pp |
| Employer contribution / active EE | $4,836 | $3,831+26.2% | $2,689+79.8% | $2,524+91.6% |
| Participant deferral / active EE | $7,360 | $5,616+31.0% | $4,244+73.4% | $4,232+73.9% |
| Admin fee / account holder | $41 | $97-57.4% | $6,642-99.4% | $114-63.6% |