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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,592 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES SERVICE NETWORK Service code 27 9729 COGDILL RD STE 301 · KNOXVILLE, TN 37932 | Advisory (Plan) | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,274 | $86,225-42.9% | $146,647-66.4% | $86,821-43.2% |
| Participation rate | 96.4% | 78.0%+18.4pp | 80.1%+16.3pp | 72.3%+24.1pp |
| Annual return | 15.60% | 31.23%-15.6pp | 22.75%-7.1pp | 97.94%-82.3pp |
| Employer contribution / active EE | $1,009 | $2,392-57.8% | $4,137-75.6% | $2,406-58.1% |
| Participant deferral / active EE | $5,078 | $4,245+19.6% | $5,506-7.8% | $4,132+22.9% |
| Admin fee / account holder | $129 | $195-34.0% | $10,281-98.7% | $170-24.0% |