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| Provider | Service type | Compensation |
|---|---|---|
THE FINANCIAL CONSUL2 years Filed as: THE FINANCIAL CONSULATE, INC Service code 26 · EIN 52-1281169 | Advisory (Participants) | $13,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,358 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $480,545 | $55,470+766.3% | $155,556+208.9% | $74,478+545.2% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 16.62% | 269.80%-253.2pp | 64.84%-48.2pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $13,710 | $2,267+504.8% | $4,675+193.2% | $2,626+422.0% |
| Participant deferral / active EE | $11,069 | $2,838+290.0% | $5,631+96.6% | $4,350+154.4% |
| Admin fee / account holder | $156 | $1,744-91.1% | $15,885-99.0% | $1,946-92.0% |