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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,978 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,024 | $42,546+66.9% | $71,796-1.1% | $55,167+28.7% |
| Participation rate | 31.9% | 59.1%-27.2pp | 69.1%-37.2pp | 69.0%-37.1pp |
| Annual return | 7.25% | 12.36%-5.1pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $342 | $803-57.4% | $1,924-82.2% | $1,963-82.6% |
| Participant deferral / active EE | $2,121 | $2,064+2.8% | $2,794-24.1% | $3,054-30.5% |
| Admin fee / account holder | $9 | $650-98.7% | $4,815-99.8% | $504-98.3% |