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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $8,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $53,792 | $33,914+58.6% | $63,412-15.2% | $52,331+2.8% |
| Participation rate | 76.2% | 59.6%+16.6pp | 67.1%+9.0pp | 68.1%+8.0pp |
| Annual return | -1.18% | 3.22%-4.4pp | 4.04%-5.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $399 | $1,121-64.4% | $1,814-78.0% | $1,882-78.8% |
| Participant deferral / active EE | $2,981 | $1,733+72.0% | $2,496+19.5% | $3,022-1.4% |
| Admin fee / account holder | $16 | $353-95.3% | $3,753-99.6% | $592-97.2% |