Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,394 |
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,993 |
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 | $100,973 | $37,196+171.5% | $154,108-34.5% | $55,725+81.2% |
| Participation rate | 86.6% | 64.1%+22.6pp | 83.0%+3.6pp | 70.9%+15.8pp |
| Annual return | 2.56% | 1319.68%-1317.1pp | 735.21%-732.6pp | 244.93%-242.4pp |
| Employer contribution / active EE | $4,856 | $1,614+200.8% | $5,298-8.3% | $2,078+133.7% |
| Participant deferral / active EE | $6,976 | $2,068+237.3% | $5,081+37.3% | $3,356+107.9% |
| Admin fee / account holder | $251 | $102+147.1% | $13,411-98.1% | $115+118.0% |