Filed May 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213,362 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $129,622 |
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 | $137,250 | $120,450+13.9% | $159,495-13.9% | $93,010+47.6% |
| Participation rate | 93.1% | 78.0%+15.2pp | 82.8%+10.3pp | 73.9%+19.2pp |
| Annual return | 39.68% | 27.11%+12.6pp | 263.72%-224.0pp | 158.70%-119.0pp |
| Employer contribution / active EE | $4,628 | $3,526+31.3% | $4,831-4.2% | $2,705+71.1% |
| Participant deferral / active EE | $8,087 | $7,283+11.0% | $7,354+10.0% | $4,561+77.3% |
| Admin fee / account holder | $56 | $137-59.4% | $10,804-99.5% | $152-63.4% |