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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,223 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,208 |
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 | $34,327 | $71,192-51.8% | $117,861-70.9% | $62,293-44.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.58% | 18.66%+0.9pp | 335.11%-315.5pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,504 | $1,934+29.5% | $3,786-33.9% | $2,042+22.6% |
| Participant deferral / active EE | $4,926 | $3,189+54.5% | $4,482+9.9% | $3,169+55.4% |
| Admin fee / account holder | $146 | $587-75.1% | $8,021-98.2% | $479-69.4% |