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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,010 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $18,000 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,278 | $136,307-62.4% | $177,840-71.2% | $73,493-30.2% |
| Participation rate | 66.2% | 86.1%-19.9pp | 87.7%-21.5pp | 70.7%-4.5pp |
| Annual return | 15.25% | 18.68%-3.4pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,484 | $3,712-60.0% | $5,919-74.9% | $2,270-34.6% |
| Participant deferral / active EE | $4,447 | $5,829-23.7% | $7,714-42.4% | $3,740+18.9% |
| Admin fee / account holder | $335 | $596-43.8% | $12,431-97.3% | $513-34.8% |