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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,455 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 3030 N. RUBY POINT DRIVE WEST · TAMPA, FL 33607 | Advisory (Plan) | $55,404 |
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 | $61,071 | $80,177-23.8% | $123,894-50.7% | $57,658+5.9% |
| Participation rate | 94.0% | 74.4%+19.6pp | 81.4%+12.6pp | 70.2%+23.8pp |
| Annual return | 36.90% | 17.90%+19.0pp | 47.52%-10.6pp | 5.13%+31.8pp |
| Employer contribution / active EE | $3,064 | $2,913+5.2% | $4,617-33.6% | $1,974+55.3% |
| Participant deferral / active EE | $8,726 | $5,130+70.1% | $5,984+45.8% | $3,061+185.1% |
| Admin fee / account holder | $179 | $106+68.5% | $8,357-97.9% | $95+89.5% |