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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $245,250 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $65,000 |
Filed as: MENTORO GROUP LLC Service code 26 · EIN 84-2190693 | Advisory (Participants) | $7,050 |
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 | $60,966 | $99,313-38.6% | $120,580-49.4% | $99,313-38.6% |
| Participation rate | 94.7% | 71.7%+23.0pp | 72.0%+22.7pp | 71.7%+23.0pp |
| Annual return | 16.34% | 17.67%-1.3pp | 107.48%-91.1pp | 17.67%-1.3pp |
| Employer contribution / active EE | $2,358 | $3,264-27.8% | $3,469-32.0% | $3,264-27.8% |
| Participant deferral / active EE | $5,298 | $5,346-0.9% | $4,995+6.1% | $5,346-0.9% |
| Admin fee / account holder | $46 | $109-57.9% | $9,418-99.5% | $109-57.9% |