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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,462 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $48,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,431 | $65,960-52.3% | $81,882-61.6% | $77,762-59.6% |
| Participation rate | 89.9% | 65.8%+24.1pp | 72.4%+17.5pp | 70.6%+19.3pp |
| Annual return | 15.58% | 26.64%-11.1pp | 779.47%-763.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $2,098 | $2,375-11.7% | $2,916-28.1% | $2,728-23.1% |
| Participant deferral / active EE | $5,187 | $3,505+48.0% | $4,323+20.0% | $4,651+11.5% |
| Admin fee / account holder | $223 | $526-57.7% | $7,360-97.0% | $433-48.6% |