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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,498 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,283 | $61,356-50.6% | $149,696-79.8% | $71,511-57.7% |
| Participation rate | 80.6% | 62.5%+18.1pp | 78.8%+1.8pp | 67.9%+12.6pp |
| Annual return | 24.48% | 35.86%-11.4pp | 134.46%-110.0pp | 28.86%-4.4pp |
| Employer contribution / active EE | $982 | $2,382-58.8% | $4,821-79.6% | $2,589-62.1% |
| Participant deferral / active EE | $6,137 | $2,920+110.2% | $5,682+8.0% | $4,291+43.0% |
| Admin fee / account holder | $174 | $1,263-86.2% | $13,212-98.7% | $1,588-89.0% |