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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,728 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,897 |
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 | $32,894 | $63,861-48.5% | $104,625-68.6% | $79,852-58.8% |
| Participation rate | 82.5% | 64.9%+17.6pp | 74.1%+8.4pp | 69.6%+12.9pp |
| Annual return | 13.90% | 21.30%-7.4pp | 340.60%-326.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $679 | $1,588-57.3% | $2,681-74.7% | $2,471-72.5% |
| Participant deferral / active EE | $3,748 | $2,693+39.2% | $3,738+0.3% | $3,740+0.2% |
| Admin fee / account holder | $210 | $4,185-95.0% | $6,465-96.8% | $5,306-96.0% |