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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | 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 | $43,907 | $36,916+18.9% | $156,551-72.0% | $57,658-23.9% |
| Participation rate | 92.8% | 63.4%+29.3pp | 84.0%+8.7pp | 70.2%+22.5pp |
| Annual return | 6.65% | 12.38%-5.7pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $485 | $1,571-69.1% | $5,501-91.2% | $1,974-75.4% |
| Participant deferral / active EE | $3,459 | $1,926+79.6% | $4,871-29.0% | $3,061+13.0% |
| Admin fee / account holder | $2 | $82-97.8% | $13,028-100.0% | $95-98.1% |