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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 93-0987232 | Other Commissions | $45,957 |
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $8,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,717 |
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 | $208,696 | $98,982+110.8% | $162,177+28.7% | $65,185+220.2% |
| Participation rate | 94.0% | 85.8%+8.2pp | 87.6%+6.5pp | 70.2%+23.8pp |
| Annual return | 23.61% | 24.84%-1.2pp | 115.60%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,737 | $3,467-21.0% | $5,613-51.2% | $2,177+25.8% |
| Participant deferral / active EE | $14,654 | $5,384+172.2% | $7,297+100.8% | $3,514+317.0% |
| Admin fee / account holder | -$135 | $596-122.7% | $10,843-101.2% | $847-116.0% |