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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST # 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $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 | $63,428 | $36,916+71.8% | $156,551-59.5% | $57,658+10.0% |
| Participation rate | 82.0% | 63.4%+18.6pp | 84.0%-2.0pp | 70.2%+11.8pp |
| Annual return | 7.17% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,959 | $1,571+24.7% | $5,501-64.4% | $1,974-0.8% |
| Participant deferral / active EE | $3,430 | $1,926+78.1% | $4,871-29.6% | $3,061+12.1% |
| Admin fee / account holder | $14 | $82-82.6% | $13,028-99.9% | $95-84.8% |