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 | $243,475 |
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 | $190,776 | $114,195+67.1% | $106,548+79.1% | $93,030+105.1% |
| Participation rate | 95.1% | 86.4%+8.7pp | 76.1%+19.0pp | 73.9%+21.2pp |
| Annual return | 16.31% | 22.18%-5.9pp | 26.80%-10.5pp | 158.70%-142.4pp |
| Employer contribution / active EE | $5,269 | $4,009+31.4% | $2,819+86.9% | $2,706+94.7% |
| Participant deferral / active EE | $7,493 | $5,908+26.8% | $4,398+70.4% | $4,562+64.2% |
| Admin fee / account holder | $59 | $105-43.7% | $7,407-99.2% | $152-61.1% |