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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $20,551 |
Service code 55 · EIN 75-2201702 | Other Commissions | $9,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,096 | $46,722+172.0% | $130,660-2.7% | $65,185+95.0% |
| Participation rate | 96.8% | 60.9%+35.8pp | 71.7%+25.0pp | 70.2%+26.6pp |
| Annual return | 7.72% | 24.17%-16.4pp | 1709.29%-1701.6pp | 29.38%-21.7pp |
| Employer contribution / active EE | $2,337 | $1,488+57.1% | $4,092-42.9% | $2,177+7.4% |
| Participant deferral / active EE | $7,767 | $2,545+205.2% | $3,603+115.6% | $3,514+121.0% |
| Admin fee / account holder | $2 | $453-99.6% | $5,463-100.0% | $847-99.8% |