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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,954 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,563 | $53,216-89.5% | $155,534-96.4% | $199,960-97.2% |
| Participation rate | 58.2% | 64.1%-5.9pp | 78.2%-20.0pp | 72.0%-13.8pp |
| Annual return | 73.75% | 41.18%+32.6pp | 64.92%+8.8pp | 34.28%+39.5pp |
| Employer contribution / active EE | $305 | $1,848-83.5% | $4,675-93.5% | $3,036-90.0% |
| Participant deferral / active EE | $758 | $3,164-76.0% | $5,630-86.5% | $5,087-85.1% |
| Admin fee / account holder | $26 | $186-86.0% | $15,900-99.8% | $269-90.4% |