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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,870 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,986 | $55,482+55.0% | $76,051+13.1% | $77,692+10.7% |
| Participation rate | 97.6% | 63.7%+34.0pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 18.09% | 17.09%+1.0pp | 360.42%-342.3pp | 31.25%-13.2pp |
| Employer contribution / active EE | $3,304 | $1,792+84.4% | $2,690+22.8% | $2,726+21.2% |
| Participant deferral / active EE | $13,156 | $3,455+280.8% | $4,257+209.0% | $4,648+183.0% |
| Admin fee / account holder | $215 | $407-47.2% | $6,416-96.6% | $431-50.1% |