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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,847 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $27,210 |
161 year Service code 10 · EIN 36-2658780 | Accounting | $13,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,486 | $52,722-44.1% | $90,461-67.4% | $73,412-59.8% |
| Participation rate | 92.5% | 67.7%+24.8pp | 72.7%+19.8pp | 72.2%+20.3pp |
| Annual return | 13.89% | 20.70%-6.8pp | 1294.76%-1280.9pp | 59.30%-45.4pp |
| Employer contribution / active EE | $966 | $1,872-48.4% | $3,264-70.4% | $2,234-56.7% |
| Participant deferral / active EE | $4,409 | $2,810+56.9% | $3,964+11.2% | $3,806+15.9% |
| Admin fee / account holder | $277 | $117+136.8% | $5,617-95.1% | $158+75.2% |