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 | $293,898 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,454 | $125,029-7.7% | $90,749+27.2% | $78,044+47.9% |
| Participation rate | 93.3% | 93.0%+0.3pp | 75.7%+17.6pp | 74.4%+18.8pp |
| Annual return | 4.15% | -14.80%+19.0pp | -12.16%+16.3pp | 10.87%-6.7pp |
| Employer contribution / active EE | $3,760 | $4,916-23.5% | $2,921+28.7% | $3,125+20.3% |
| Participant deferral / active EE | $4,475 | $7,684-41.8% | $4,564-2.0% | $5,084-12.0% |
| Admin fee / account holder | $43 | $56-22.8% | $8,445-99.5% | $79-45.5% |