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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 | $66,004-52.4% | $81,820-61.6% | $77,714-59.6% |
| Participation rate | 89.9% | 65.8%+24.1pp | 72.4%+17.5pp | 70.6%+19.3pp |
| Annual return | 15.58% | 26.65%-11.1pp | 777.93%-762.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $2,098 | $2,375-11.7% | $2,915-28.0% | $2,727-23.1% |
| Participant deferral / active EE | $5,187 | $3,508+47.9% | $4,323+20.0% | $4,649+11.6% |
| Admin fee / account holder | $223 | $527-57.7% | $7,391-97.0% | $433-48.6% |