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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $3,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 | $204,371 | $89,739+127.7% | $149,721+36.5% | $62,293+228.1% |
| Participation rate | 94.3% | 85.1%+9.2pp | 87.1%+7.3pp | 69.5%+24.8pp |
| Annual return | 17.34% | 21.01%-3.7pp | 1501.67%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,983 | $3,233-7.7% | $5,444-45.2% | $2,042+46.0% |
| Participant deferral / active EE | $13,619 | $4,797+183.9% | $6,568+107.3% | $3,169+329.7% |
| Admin fee / account holder | $13 | $551-97.6% | $11,282-99.9% | $479-97.3% |