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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,785 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,429 |
Service code 10 · EIN 22-2426149 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,221 | $120,450-71.6% | $159,474-78.5% | $93,010-63.2% |
| Participation rate | 61.2% | 78.0%-16.7pp | 82.8%-21.6pp | 73.9%-12.7pp |
| Annual return | 19.58% | 27.11%-7.5pp | 263.68%-244.1pp | 158.70%-139.1pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,887 | $7,283-19.2% | $7,353-19.9% | $4,561+29.1% |
| Admin fee / account holder | $112 | $137-18.4% | $10,802-99.0% | $152-26.5% |