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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $14,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,864 | $56,277+88.1% | $80,976+30.7% | $62,891+68.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.03% | 22.12%-16.1pp | 17.10%-11.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,728 | $4,195+60.4% | $5,696+18.1% | $3,203+110.1% |
| Admin fee / account holder | $8 | $3,741-99.8% | $5,516-99.8% | $4,296-99.8% |