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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $16,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,968 | $88,324-80.8% | $115,037-85.3% | $55,191-69.3% |
| Participation rate | 72.5% | 72.5%-0.1pp | 81.4%-8.9pp | 69.2%+3.3pp |
| Annual return | 9.63% | 6.30%+3.3pp | 26.14%-16.5pp | 10.78%-1.2pp |
| Employer contribution / active EE | $690 | $2,805-75.4% | $4,608-85.0% | $1,899-63.7% |
| Participant deferral / active EE | $4,190 | $5,042-16.9% | $6,026-30.5% | $3,046+37.5% |
| Admin fee / account holder | $9 | $105-91.3% | $8,175-99.9% | $91-89.9% |