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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $408,716 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $132,711 |
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.
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 | $30,461 | $99,313-69.3% | $97,295-68.7% | $99,313-69.3% |
| Participation rate | 71.3% | 71.7%-0.4pp | 72.7%-1.4pp | 71.7%-0.4pp |
| Annual return | 11.22% | 17.67%-6.4pp | 75.62%-64.4pp | 17.67%-6.4pp |
| Employer contribution / active EE | $783 | $3,264-76.0% | $2,723-71.2% | $3,264-76.0% |
| Participant deferral / active EE | $2,084 | $5,346-61.0% | $4,264-51.1% | $5,346-61.0% |
| Admin fee / account holder | $78 | $109-28.7% | $5,646-98.6% | $109-28.7% |