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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $17,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $719 |
Employer contribution per participant 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 | $75,334 | $75,183+0.2% | $123,894-39.2% | $55,167+36.6% |
| Participation rate | 76.1% | 72.8%+3.3pp | 81.4%-5.3pp | 69.0%+7.2pp |
| Annual return | 10.56% | 19.01%-8.4pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,778 | $5,084+33.3% | $5,984+13.3% | $3,054+121.9% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.8% |