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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $28,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,061 | $44,221+259.7% | $121,220+31.2% | $56,289+182.6% |
| Participation rate | 66.0% | 61.1%+4.9pp | 71.8%-5.8pp | 69.9%-3.9pp |
| Annual return | 13.83% | -3.58%+17.4pp | 16.94%-3.1pp | -9.96%+23.8pp |
| Employer contribution / active EE | $1,690 | $1,480+14.2% | $4,023-58.0% | $2,111-20.0% |
| Participant deferral / active EE | $6,179 | $2,521+145.1% | $3,345+84.7% | $3,350+84.5% |
| Admin fee / account holder | $1 | $480-99.7% | $5,021-100.0% | $521-99.7% |