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| Provider | Service type | Compensation |
|---|---|---|
THE FINANCIAL CONSUL1 year Service code 16 · EIN 52-1281169 | Consulting | $10,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,086 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,341 | $55,453+407.4% | $170,435+65.1% | $62,293+351.6% |
| Participation rate | 98.3% | 66.4%+32.0pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 16.09% | 21.38%-5.3pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $6,845 | $2,164+216.4% | $5,432+26.0% | $2,042+235.2% |
| Participant deferral / active EE | $7,746 | $2,303+236.4% | $4,939+56.8% | $3,169+144.4% |
| Admin fee / account holder | $95 | $455-79.0% | $13,881-99.3% | $479-80.1% |