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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,030 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 91212 | Advisory (Plan) | $3,167 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 61 · EIN 41-0944586 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,898 | $42,810+4.9% | $169,452-73.5% | $55,725-19.4% |
| Participation rate | 70.9% | 64.7%+6.1pp | 77.8%-6.9pp | 70.9%0pp |
| Annual return | -3.19% | -3.61%+0.4pp | 1.83%-5.0pp | 244.93%-248.1pp |
| Employer contribution / active EE | $727 | $1,402-48.2% | $4,157-82.5% | $2,078-65.0% |
| Participant deferral / active EE | $4,662 | $3,141+48.4% | $5,277-11.7% | $3,356+38.9% |
| Admin fee / account holder | $35 | $106-67.3% | $9,110-99.6% | $115-69.8% |