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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
LPL FINANCIAL4+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0946231 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,697 | $89,355-15.3% | $141,162-46.4% | $72,985+3.7% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 12.16% | 111.85%-99.7pp | 71.39%-59.2pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,533 | $3,114-50.8% | $4,735-67.6% | $2,440-37.2% |
| Participant deferral / active EE | $6,028 | $5,418+11.3% | $6,709-10.2% | $3,607+67.1% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |