Filed April 3, 2003
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 | $36,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,006 | $23,385+126.7% | $69,182-23.4% | $57,658-8.1% |
| Participation rate | 49.1% | 37.9%+11.2pp | 55.1%-6.0pp | 70.2%-21.2pp |
| Annual return | 6.56% | -659.34%+665.9pp | -21.93%+28.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,466 | $422+483.8% | $1,206+104.5% | $1,974+25.0% |
| Participant deferral / active EE | $4,576 | $843+442.8% | $1,897+141.2% | $3,061+49.5% |
| Admin fee / account holder | $26 | $82-68.1% | $2,697-99.0% | $95-72.3% |