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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
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 | $46,753 | $52,884-11.6% | $84,753-44.8% | $55,167-15.3% |
| Participation rate | 42.1% | 67.5%-25.4pp | 76.6%-34.4pp | 69.0%-26.8pp |
| Annual return | 6.90% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $561 | $2,233-74.9% | $3,574-84.3% | $1,963-71.4% |
| Participant deferral / active EE | $1,318 | $2,644-50.1% | $3,712-64.5% | $3,054-56.8% |
| Admin fee / account holder | $25 | $581-95.6% | $5,333-99.5% | $504-95.0% |