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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,294 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,482 | $53,162-59.6% | $91,225-76.5% | $68,486-68.6% |
| Participation rate | 92.6% | 63.2%+29.4pp | 73.2%+19.4pp | 67.9%+24.7pp |
| Annual return | -16.44% | -3.14%-13.3pp | 114.12%-130.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $415 | $1,709-75.7% | $2,851-85.4% | $2,597-84.0% |
| Participant deferral / active EE | $4,000 | $2,974+34.5% | $4,233-5.5% | $4,028-0.7% |
| Admin fee / account holder | $186 | $4,493-95.9% | $5,422-96.6% | $5,404-96.6% |