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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,121 |
THE FINANCIAL CONSUL4 years Service code 26 · EIN 52-1281169 | Advisory (Participants) | $6,670 |
THE FINANCIAL CONSUL1 year Filed as: FINANCIAL CONSULATE Service code 26 · EIN 52-1281169 | Advisory (Participants) | $6,013 |
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 | $352,607 | $58,888+498.8% | $178,499+97.5% | $73,493+379.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.17% | 24.86%-9.7pp | 151.10%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $12,647 | $2,236+465.5% | $5,011+152.4% | $2,270+457.1% |
| Participant deferral / active EE | $8,777 | $2,568+241.8% | $5,202+68.7% | $3,740+134.7% |
| Admin fee / account holder | $161 | $400-59.7% | $13,986-98.8% | $513-68.6% |