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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,801 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,701 |
PFS INVESTMENTS2 years Service code 55 · EIN 58-1436188 | Other Commissions | $4,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,970 | $62,409-64.8% | $120,574-81.8% | $74,459-70.5% |
| Participation rate | 90.1% | 56.8%+33.3pp | 71.9%+18.2pp | 67.2%+22.9pp |
| Annual return | 9.00% | 18.62%-9.6pp | 107.42%-98.4pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $1,003 | $1,847-45.7% | $3,471-71.1% | $2,626-61.8% |
| Participant deferral / active EE | $2,128 | $2,888-26.3% | $4,996-57.4% | $4,350-51.1% |
| Admin fee / account holder | $61 | $2,394-97.4% | $9,445-99.4% | $1,945-96.8% |