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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,845 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $31,561 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,707 | $58,344-40.5% | $98,477-64.8% | $86,813-60.0% |
| Participation rate | 95.8% | 68.4%+27.4pp | 73.3%+22.4pp | 72.3%+23.5pp |
| Annual return | 29.87% | 43.47%-13.6pp | 1493.59%-1463.7pp | 97.93%-68.1pp |
| Employer contribution / active EE | $1,690 | $2,008-15.8% | $2,961-42.9% | $2,406-29.8% |
| Participant deferral / active EE | $4,708 | $3,156+49.2% | $4,276+10.1% | $4,131+14.0% |
| Admin fee / account holder | $232 | $138+68.4% | $5,951-96.1% | $170+36.8% |