Filed October 30, 2007 (most recent of 2 filings on file)
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 | $275,283 |
Annual investment return 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 | $189,203 | $82,422+129.6% | $67,652+179.7% | $67,505+180.3% |
| Participation rate | 93.9% | 84.2%+9.8pp | 75.7%+18.3pp | 71.2%+22.7pp |
| Annual return | -2.83% | 12.72%-15.5pp | 6625.04%-6627.9pp | 6.52%-9.4pp |
| Employer contribution / active EE | $4,595 | $2,879+59.6% | $2,266+102.8% | $2,173+111.5% |
| Participant deferral / active EE | $10,228 | $5,020+103.7% | $3,560+187.3% | $3,597+184.4% |
| Admin fee / account holder | $29 | $53-46.0% | $4,821-99.4% | $56-48.8% |