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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,885 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,055 | $83,023-39.7% | $102,437-51.1% | $77,762-35.6% |
| Participation rate | 91.8% | 71.5%+20.3pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 14.87% | 19.12%-4.2pp | 24.95%-10.1pp | 31.27%-16.4pp |
| Employer contribution / active EE | $3,211 | $3,552-9.6% | $3,871-17.1% | $2,728+17.7% |
| Participant deferral / active EE | $7,095 | $4,110+72.6% | $5,060+40.2% | $4,651+52.6% |
| Admin fee / account holder | $136 | $639-78.7% | $8,388-98.4% | $433-68.5% |