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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $29,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,407 | $181,896-66.8% | $156,551-61.4% | $273,972-78.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -69.73% | 30.74%-100.5pp | 32.23%-102.0pp | 41.46%-111.2pp |
| Employer contribution / active EE | $12,422 | $6,248+98.8% | $5,501+125.8% | $4,869+155.1% |
| Participant deferral / active EE | $53,044 | $5,550+855.7% | $4,871+989.0% | $5,287+903.3% |
| Admin fee / account holder | $23 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |