Filed November 26, 1997 (most recent of 3 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 | $1,681,766 |
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 | $78,879 | $83,057-5.0% | $143,757-45.1% | $89,394-11.8% |
| Participation rate | 95.7% | 74.0%+21.6pp | 80.3%+15.4pp | 71.3%+24.4pp |
| Annual return | -17.60% | -13.97%-3.6pp | -0.04%-17.6pp | -11.89%-5.7pp |
| Employer contribution / active EE | $640 | $2,095-69.5% | $4,951-87.1% | $3,022-78.8% |
| Participant deferral / active EE | $9,427 | $4,281+120.2% | $5,637+67.2% | $5,123+84.0% |
| Admin fee / account holder | $25 | $83-70.0% | $14,673-99.8% | $79-68.6% |