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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $38,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,082 |
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 | $57,381 | $42,582+34.8% | $171,082-66.5% | $57,658-0.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 10.66% | 308.67%-298.0pp | 32.56%-21.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $4,119 | $1,306+215.4% | $4,002+2.9% | $1,974+108.7% |
| Participant deferral / active EE | $6,377 | $2,933+117.4% | $4,797+32.9% | $3,061+108.4% |
| Admin fee / account holder | $18 | $82-78.6% | $8,520-99.8% | $95-81.3% |