Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,956 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $0 |
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 | $43,300 | $73,404-41.0% | $87,103-50.3% | $67,582-35.9% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.9%+18.9pp | 71.3%+24.5pp |
| Annual return | 22.82% | 48.29%-25.5pp | 28.19%-5.4pp | 378.57%-355.7pp |
| Employer contribution / active EE | $1,471 | $2,014-26.9% | $2,521-41.7% | $2,148-31.5% |
| Participant deferral / active EE | $3,772 | $3,913-3.6% | $4,049-6.8% | $3,539+6.6% |
| Admin fee / account holder | $87 | $142-38.4% | $7,491-98.8% | $142-38.7% |