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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,888 |
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $1,448 |
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 | $21,994 | $43,423-49.3% | $78,676-72.0% | $55,167-60.1% |
| Participation rate | 92.7% | 68.0%+24.7pp | 73.6%+19.2pp | 69.0%+23.7pp |
| Annual return | 6.08% | 11.53%-5.4pp | 62.19%-56.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,946 | $1,997-2.5% | $2,850-31.7% | $1,963-0.8% |
| Participant deferral / active EE | $3,084 | $2,509+22.9% | $3,517-12.3% | $3,054+1.0% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.8% |