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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,475 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,984 | $73,638-2.2% | $95,964-25.0% | $73,497-2.1% |
| Participation rate | 86.8% | 76.2%+10.6pp | 77.1%+9.7pp | 70.7%+16.1pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.64%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,278 | $3,617+184.2% | $4,167+146.7% | $3,740+174.8% |
| Admin fee / account holder | $73 | $482-84.9% | $6,797-98.9% | $513-85.9% |