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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $210,750 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,000 |
WINDHAM BRANNON7 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $45,000 |
MENTORO FINANCIAL EDUCATORS3 years Service code 26 · EIN 84-2190693 | Advisory (Participants) | $14,100 |
FLIMP COMMUNICATIONS1 year Service code 49 · EIN 35-2432198 | Other Services | $5,200 |
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 | $54,030 | $103,657-47.9% | $112,234-51.9% | $103,657-47.9% |
| Participation rate | 95.5% | 73.4%+22.1pp | 72.4%+23.1pp | 73.4%+22.1pp |
| Annual return | 23.17% | 33.13%-10.0pp | 30.25%-7.1pp | 33.13%-10.0pp |
| Employer contribution / active EE | $2,294 | $3,216-28.7% | $3,432-33.2% | $3,216-28.7% |
| Participant deferral / active EE | $5,155 | $5,218-1.2% | $4,800+7.4% | $5,218-1.2% |
| Admin fee / account holder | $43 | $114-62.2% | $7,752-99.4% | $114-62.2% |