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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,438 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,135 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $6,985 |
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 | $29,862 | $62,267-52.0% | $110,241-72.9% | $55,725-46.4% |
| Participation rate | 95.3% | 78.1%+17.1pp | 79.8%+15.4pp | 70.9%+24.4pp |
| Annual return | -4.06% | -1.07%-3.0pp | 314.75%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,204 | $1,941-38.0% | $3,827-68.5% | $2,078-42.1% |
| Participant deferral / active EE | $4,602 | $3,516+30.9% | $4,672-1.5% | $3,356+37.1% |
| Admin fee / account holder | $135 | $121+11.9% | $8,548-98.4% | $115+17.5% |