Filed June 27, 2025 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,466 |
SIGMA FINANCIAL CORPORATION3+ years Filed as: SIGMA PLANNING CORPORATION Service code 70 · EIN 38-2472558 | Consulting Fees | $50,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,743 | $81,537+6.4% | $149,718-42.1% | $69,631+24.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.1%+12.0pp | 70.7%+28.4pp |
| Annual return | 15.92% | 22.79%-6.9pp | 1501.63%-1485.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $3,033 | $3,239-6.4% | $5,445-44.3% | $2,032+49.2% |
| Participant deferral / active EE | $2,981 | $4,994-40.3% | $6,569-54.6% | $3,224-7.5% |
| Admin fee / account holder | $215 | $107+100.8% | $11,283-98.1% | $110+94.3% |