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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,154 |
Filed as: SAXONY CAPITAL MANAGEMENT LLC Service code 27 · EIN 47-0889870 | Advisory (Plan) | $45,105 |
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 | $45,764 | $56,443-18.9% | $83,831-45.4% | $55,725-17.9% |
| Participation rate | 89.6% | 72.0%+17.6pp | 76.1%+13.5pp | 70.9%+18.8pp |
| Annual return | 45.77% | 393.67%-347.9pp | 850.99%-805.2pp | 244.93%-199.2pp |
| Employer contribution / active EE | $2,131 | $2,682-20.6% | $3,631-41.3% | $2,078+2.5% |
| Participant deferral / active EE | $4,524 | $2,965+52.6% | $4,082+10.8% | $3,356+34.8% |
| Admin fee / account holder | $188 | $156+20.5% | $5,479-96.6% | $115+63.4% |