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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,716 |
THE PFE GROUP1 year Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $5,855 |
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 | $38,125 | $80,753-52.8% | $136,298-72.0% | $62,293-38.8% |
| Participation rate | 74.3% | 73.5%+0.8pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 21.62% | 35.83%-14.2pp | 5156.27%-5134.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,542 | $2,884-46.5% | $4,696-67.2% | $2,042-24.5% |
| Participant deferral / active EE | $3,866 | $5,164-25.1% | $6,247-38.1% | $3,169+22.0% |
| Admin fee / account holder | $216 | $525-58.9% | $9,244-97.7% | $479-55.0% |