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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES INC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $37,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,993 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $15,272 |
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 | $14,014 | $36,916-62.0% | $156,551-91.0% | $57,658-75.7% |
| Participation rate | 80.8% | 63.4%+17.4pp | 84.0%-3.2pp | 70.2%+10.6pp |
| Annual return | 10.41% | 12.38%-2.0pp | 32.23%-21.8pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,335 | $1,571-15.0% | $5,501-75.7% | $1,974-32.4% |
| Participant deferral / active EE | $832 | $1,926-56.8% | $4,871-82.9% | $3,061-72.8% |
| Admin fee / account holder | $42 | $82-49.7% | $13,028-99.7% | $95-56.1% |