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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $29,756 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,620 | $60,795-13.4% | $69,464-24.2% | $65,185-19.3% |
| Participation rate | 69.1% | 74.9%-5.8pp | 74.6%-5.5pp | 70.2%-1.1pp |
| Annual return | 20.06% | 17.46%+2.6pp | 28.98%-8.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,161 | $2,452-52.7% | $2,779-58.2% | $2,177-46.7% |
| Participant deferral / active EE | $3,630 | $3,162+14.8% | $3,536+2.6% | $3,514+3.3% |
| Admin fee / account holder | $5 | $314-98.4% | $3,840-99.9% | $847-99.4% |