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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 | $82,972-39.7% | $103,374-51.6% | $77,671-35.6% |
| Participation rate | 91.8% | 71.5%+20.3pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 14.87% | 19.14%-4.3pp | 24.89%-10.0pp | 31.21%-16.3pp |
| Employer contribution / active EE | $3,211 | $3,554-9.7% | $3,869-17.0% | $2,726+17.8% |
| Participant deferral / active EE | $7,095 | $4,108+72.7% | $5,058+40.3% | $4,648+52.7% |
| Admin fee / account holder | $136 | $639-78.7% | $8,394-98.4% | $430-68.4% |