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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,104 | $65,435-21.9% | $86,677-41.0% | $66,914-23.6% |
| Participation rate | 63.7% | 75.5%-11.7pp | 76.6%-12.9pp | 69.8%-6.1pp |
| Annual return | -15.48% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $764 | $2,153-64.5% | $2,836-73.1% | $2,544-70.0% |
| Participant deferral / active EE | $2,035 | $4,100-50.4% | $4,656-56.3% | $4,237-52.0% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.6% |