Filed October 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | 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 | $58,735 | $51,769+13.5% | $57,349+2.4% | $52,331+12.2% |
| Participation rate | 94.4% | 75.2%+19.1pp | 75.1%+19.3pp | 68.1%+26.3pp |
| Annual return | -0.43% | 2.43%-2.9pp | 24.40%-24.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,850 | $2,335-20.8% | $2,689-31.2% | $1,882-1.7% |
| Participant deferral / active EE | $5,164 | $2,794+84.8% | $3,162+63.3% | $3,022+70.9% |
| Admin fee / account holder | $10 | $295-96.7% | $3,356-99.7% | $592-98.4% |