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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,579 |
HSBC SECURITIES (USA) INC.3+ years Filed as: HSBC SECURITIES (USA) INC Service code 61 251 MAIN ST BLDG 1 FL 1 · BUFFALO, NY 14203 | 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 | $89,370 | $47,848+86.8% | $81,473+9.7% | $70,126+27.4% |
| Participation rate | 76.4% | 58.3%+18.1pp | 68.0%+8.4pp | 69.5%+6.8pp |
| Annual return | 16.45% | 27.25%-10.8pp | 38.78%-22.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $14,666 | $1,527+860.4% | $2,568+471.1% | $2,343+526.1% |
| Participant deferral / active EE | $1,251 | $2,453-49.0% | $3,537-64.6% | $3,332-62.4% |
| Admin fee / account holder | $51 | $3,145-98.4% | $4,561-98.9% | $4,645-98.9% |