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 | $63,265 |
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).
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 | $79,946 | $29,516+170.9% | $77,482+3.2% | $90,288-11.5% |
| Participation rate | 32.9% | 33.7%-0.8pp | 54.2%-21.3pp | 73.4%-40.5pp |
| Annual return | 18.74% | 231.18%-212.4pp | 54.79%-36.0pp | 53.97%-35.2pp |
| Employer contribution / active EE | $1,705 | $381+347.8% | $986+72.8% | $2,524-32.5% |
| Participant deferral / active EE | $3,085 | $944+226.8% | $1,861+65.8% | $4,232-27.1% |
| Admin fee / account holder | $45 | $106-57.5% | $2,858-98.4% | $114-60.6% |