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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,109 | $54,320+23.5% | $67,652-0.8% | $52,331+28.2% |
| Participation rate | 85.5% | 73.6%+11.9pp | 75.7%+9.8pp | 68.1%+17.4pp |
| Annual return | -0.47% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,989 | $2,950+69.1% | $3,560+40.1% | $3,022+65.1% |
| Admin fee / account holder | $8 | $527-98.4% | $4,821-99.8% | $592-98.6% |