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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
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 | $66,833 | $46,173+44.7% | $170,435-60.8% | $69,631-4.0% |
| Participation rate | 84.1% | 63.9%+20.2pp | 83.6%+0.5pp | 70.7%+13.4pp |
| Annual return | 16.06% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,852 | $1,610+15.0% | $5,432-65.9% | $2,032-8.9% |
| Participant deferral / active EE | $3,413 | $2,080+64.0% | $4,939-30.9% | $3,224+5.9% |
| Admin fee / account holder | $10 | $116-91.6% | $13,881-99.9% | $110-91.1% |