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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,617 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,570 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $5,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,238 | $40,435+14.4% | $80,648-42.7% | $74,473-37.9% |
| Participation rate | 30.2% | 47.4%-17.2pp | 67.0%-36.9pp | 70.7%-40.6pp |
| Annual return | 15.92% | 165.22%-149.3pp | 937.21%-921.3pp | 34.36%-18.4pp |
| Employer contribution / active EE | $203 | $1,498-86.5% | $2,724-92.6% | $2,638-92.3% |
| Participant deferral / active EE | $879 | $2,673-67.1% | $4,443-80.2% | $4,530-80.6% |
| Admin fee / account holder | $295 | $721-59.0% | $5,382-94.5% | $347-14.9% |