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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,746 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,629 |
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 | $42,071 | $57,921-27.4% | $84,753-50.4% | $57,658-27.0% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 70.2%+23.6pp |
| Annual return | 7.58% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,524 | $2,598-2.9% | $3,574-29.4% | $1,974+27.9% |
| Participant deferral / active EE | $5,032 | $2,742+83.5% | $3,712+35.6% | $3,061+64.4% |
| Admin fee / account holder | $170 | $130+31.2% | $5,333-96.8% | $95+80.0% |