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 | $55,979 |
SIGMA FINANCIAL CORPORATION4+ years Filed as: SIGMA PLANNING CORPORATION Service code 70 · EIN 38-2472558 | Consulting Fees | $37,500 |
Filed as: FLYNN BENEFITS GROUP Service code 70 · EIN 38-2472558 | Consulting Fees | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,762 | $80,005-5.3% | $140,016-45.9% | $55,725+36.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.86% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,952 | $3,403-13.2% | $5,606-47.3% | $2,078+42.0% |
| Participant deferral / active EE | $3,036 | $5,264-42.3% | $6,927-56.2% | $3,356-9.5% |
| Admin fee / account holder | $207 | $116+78.6% | $10,705-98.1% | $115+79.4% |