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 | $1,721,317 |
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 | $91,610 | $68,330+34.1% | $149,673-38.8% | $96,393-5.0% |
| Participation rate | 94.4% | 74.6%+19.8pp | 78.8%+15.7pp | 71.3%+23.2pp |
| Annual return | 19.93% | 29.64%-9.7pp | 134.42%-114.5pp | 22.88%-2.9pp |
| Employer contribution / active EE | $633 | $2,139-70.4% | $4,818-86.9% | $3,238-80.5% |
| Participant deferral / active EE | $9,520 | $4,422+115.3% | $5,680+67.6% | $5,455+74.5% |
| Admin fee / account holder | $24 | $52-53.6% | $13,210-99.8% | $74-67.3% |