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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,487 |
Filed as: SIGNATOR INVESTORS Service code 61 197 CLARENDON ST # C-8-07 · BOSTON, MA 02116 | Finders' fees / placement fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,179 | $82,028+105.0% | $123,105+36.6% | $59,633+182.0% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | -0.72% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $3,050 | $3,297-7.5% | $5,151-40.8% | $2,203+38.5% |
| Participant deferral / active EE | $12,436 | $4,667+166.5% | $6,229+99.6% | $3,192+289.6% |
| Admin fee / account holder | $8 | $5,879-99.9% | $9,014-99.9% | $4,297-99.8% |