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 | $417,365 |
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 | $150,339 | $152,281-1.3% | $106,213+41.5% | $99,062+51.8% |
| Participation rate | 96.0% | 92.2%+3.8pp | 75.3%+20.7pp | 71.6%+24.4pp |
| Annual return | 16.45% | 15.00%+1.5pp | 116.14%-99.7pp | 17.66%-1.2pp |
| Employer contribution / active EE | $4,817 | $5,348-9.9% | $3,171+51.9% | $3,262+47.7% |
| Participant deferral / active EE | $7,191 | $8,206-12.4% | $5,016+43.4% | $5,331+34.9% |
| Admin fee / account holder | $62 | $77-19.6% | $11,033-99.4% | $109-42.9% |