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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,834 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,505 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,397 | $61,156-40.5% | $185,823-80.4% | $79,386-54.2% |
| Participation rate | 61.3% | 66.6%-5.3pp | 81.7%-20.4pp | 70.7%-9.4pp |
| Annual return | 20.21% | 19.45%+0.8pp | 122.05%-101.8pp | 116.85%-96.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,032 | $2,789+44.6% | $5,568-27.6% | $4,046-0.3% |
| Admin fee / account holder | $312 | $710-56.0% | $16,237-98.1% | $626-50.2% |