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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $15,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,681 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | 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 | $70,064 | $64,359+8.9% | $90,161-22.3% | $70,124-0.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 18.44% | 28.13%-9.7pp | 34.89%-16.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $877 | $2,046-57.1% | $3,318-73.6% | $2,342-62.6% |
| Participant deferral / active EE | $5,958 | $4,389+35.7% | $5,287+12.7% | $3,332+78.8% |
| Admin fee / account holder | $25 | $3,945-99.4% | $5,943-99.6% | $4,645-99.5% |