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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $52,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $178,546 | $79,523+124.5% | $140,019+27.5% | $56,289+217.2% |
| Participation rate | 96.4% | 85.7%+10.7pp | 87.5%+8.9pp | 69.9%+26.5pp |
| Annual return | -5.98% | 2.39%-8.4pp | 651.17%-657.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,952 | $3,350-11.9% | $5,605-47.3% | $2,111+39.8% |
| Participant deferral / active EE | $13,831 | $5,129+169.7% | $6,927+99.7% | $3,350+312.9% |
| Admin fee / account holder | -$181 | $614-129.4% | $10,705-101.7% | $521-134.7% |