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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1 year Service code 55 · EIN 23-2384840 | Other Commissions | $2,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,755 | $32,085-82.1% | $40,145,923-100.0% | $57,658-90.0% |
| Participation rate | 76.1% | 66.0%+10.2pp | 68.4%+7.7pp | 70.2%+5.9pp |
| Annual return | 12.80% | 9.60%+3.2pp | 5.24%+7.6pp | 5.13%+7.7pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $840 | $1,957-57.1% | $2,591-67.6% | $3,061-72.5% |
| Admin fee / account holder | $2 | $75-97.3% | $2,903-99.9% | $95-97.8% |