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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $40,711 | $37,117+9.7% | $147,618-72.4% | $55,191-26.2% |
| Participation rate | 90.8% | 63.6%+27.1pp | 84.6%+6.1pp | 69.2%+21.6pp |
| Annual return | -1.05% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $447 | $1,620-72.4% | $5,565-92.0% | $1,899-76.5% |
| Participant deferral / active EE | $3,269 | $1,985+64.6% | $4,895-33.2% | $3,046+7.3% |
| Admin fee / account holder | $2 | $86-97.8% | $11,612-100.0% | $91-98.0% |