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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $12,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,538 |
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 | $87,187 | $56,287+54.9% | $80,977+7.7% | $62,881+38.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.35% | 22.13%-13.8pp | 17.11%-8.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,985 | $1,943+53.6% | $3,715-19.7% | $2,281+30.8% |
| Participant deferral / active EE | $8,273 | $4,196+97.2% | $5,696+45.2% | $3,203+158.3% |
| Admin fee / account holder | $18 | $3,742-99.5% | $5,517-99.7% | $4,296-99.6% |