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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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 | $60,608 | $37,196+62.9% | $154,108-60.7% | $55,725+8.8% |
| Participation rate | 77.9% | 64.1%+13.8pp | 83.0%-5.2pp | 70.9%+7.0pp |
| Annual return | -2.58% | 1319.68%-1322.3pp | 735.21%-737.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,725 | $1,614+6.9% | $5,298-67.4% | $2,078-17.0% |
| Participant deferral / active EE | $3,416 | $2,068+65.2% | $5,081-32.8% | $3,356+1.8% |
| Admin fee / account holder | $8 | $102-92.0% | $13,411-99.9% | $115-93.0% |