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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 | $49,317 | $62,324-20.9% | $68,509-28.0% | $55,191-10.6% |
| Participation rate | 97.6% | 78.9%+18.7pp | 74.7%+22.9pp | 69.2%+28.4pp |
| Annual return | -0.17% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,577 | $2,223-29.1% | $2,278-30.8% | $1,899-17.0% |
| Participant deferral / active EE | $2,153 | $3,425-37.1% | $3,382-36.3% | $3,046-29.3% |
| Admin fee / account holder | $6 | $91-93.0% | $5,275-99.9% | $91-92.9% |