Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,241 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,000 |
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.
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 | $48,044 | $72,066-33.3% | $81,716-41.2% | $90,274-46.8% |
| Participation rate | 51.6% | 78.9%-27.3pp | 72.0%-20.4pp | 73.4%-21.7pp |
| Annual return | 15.23% | 15.92%-0.7pp | 29.49%-14.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $428 | $2,335-81.7% | $4,310-90.1% | $2,523-83.0% |
| Participant deferral / active EE | $2,393 | $3,557-32.7% | $7,108-66.3% | $4,231-43.4% |
| Admin fee / account holder | $123 | $92+32.7% | $5,159-97.6% | $114+7.6% |