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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,206 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 16 · EIN 59-3331424 | Consulting | $5,500 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,561 | $70,667-82.2% | $123,106-89.8% | $52,331-76.0% |
| Participation rate | 86.0% | 83.7%+2.3pp | 86.8%-0.8pp | 68.1%+17.9pp |
| Annual return | 1.51% | 6.23%-4.7pp | 13.22%-11.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $965 | $2,946-67.2% | $5,151-81.3% | $1,882-48.7% |
| Participant deferral / active EE | $2,723 | $4,493-39.4% | $6,229-56.3% | $3,022-9.9% |
| Admin fee / account holder | $51 | $506-89.9% | $9,015-99.4% | $592-91.4% |