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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,874 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $33,035 |
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 | $38,742 | $60,545-36.0% | $92,240-58.0% | $69,631-44.4% |
| Participation rate | 93.1% | 72.2%+21.0pp | 76.5%+16.6pp | 70.7%+22.4pp |
| Annual return | 22.27% | 19.71%+2.6pp | 176.29%-154.0pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $2,153 | $2,633-18.2% | $3,680-41.5% | $2,032+5.9% |
| Participant deferral / active EE | $4,228 | $2,828+49.5% | $3,897+8.5% | $3,224+31.1% |
| Admin fee / account holder | $181 | $145+25.3% | $5,194-96.5% | $110+64.3% |