Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,997 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $55,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,456 | $106,236-44.0% | $112,263-47.0% | $64,824-8.3% |
| Participation rate | 55.4% | 71.7%-16.2pp | 75.1%-19.6pp | 71.5%-16.0pp |
| Annual return | -15.99% | -6.02%-10.0pp | 27.49%-43.5pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,238 | $3,167-60.9% | $3,636-66.0% | $2,507-50.6% |
| Participant deferral / active EE | $2,707 | $3,786-28.5% | $4,729-42.8% | $4,311-37.2% |
| Admin fee / account holder | $267 | $452-40.8% | $6,410-95.8% | $188+42.4% |