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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,755 |
THE FINANCIAL CONSUL1 year Filed as: THE FINANCIAL CONSULATE, INC Service code 26 · EIN 52-1281169 | Advisory (Participants) | $11,825 |
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 | $446,475 | $61,338+627.9% | $149,717+198.2% | $71,495+524.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 23.83% | 35.86%-12.0pp | 134.41%-110.6pp | 28.85%-5.0pp |
| Employer contribution / active EE | $14,101 | $2,381+492.1% | $4,820+192.6% | $2,589+444.5% |
| Participant deferral / active EE | $11,141 | $2,919+281.7% | $5,682+96.1% | $4,291+159.6% |
| Admin fee / account holder | $254 | $1,263-79.9% | $13,213-98.1% | $1,588-84.0% |