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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,194 |
MARCUM LLP1 year Filed as: MARCUM ACCOUNTANTS & ADVISORS Service code 10 · EIN 11-1986323 | Accounting | $16,993 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $15,604 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,769 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $6,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,384 | $61,356+31.0% | $149,696-46.3% | $71,511+12.4% |
| Participation rate | 94.8% | 62.5%+32.3pp | 78.8%+16.1pp | 67.9%+26.9pp |
| Annual return | 14.57% | 35.86%-21.3pp | 134.46%-119.9pp | 28.86%-14.3pp |
| Employer contribution / active EE | $3,268 | $2,382+37.2% | $4,821-32.2% | $2,589+26.2% |
| Participant deferral / active EE | $5,344 | $2,920+83.0% | $5,682-5.9% | $4,291+24.6% |
| Admin fee / account holder | $223 | $1,263-82.4% | $13,212-98.3% | $1,588-86.0% |