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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $17,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,942 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,809 | $155,795-89.9% | $136,298-88.4% | $69,631-77.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 70.7%+11.1pp |
| Annual return | 31.25% | 232464.33%-232433.1pp | 5156.27%-5125.0pp | 27571.02%-27539.8pp |
| Employer contribution / active EE | $1,080 | $2,991-63.9% | $4,696-77.0% | $2,032-46.9% |
| Participant deferral / active EE | $3,251 | $5,394-39.7% | $6,247-48.0% | $3,224+0.9% |
| Admin fee / account holder | $10 | $128-92.1% | $9,244-99.9% | $110-90.8% |