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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,459 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,998 | $81,870-32.8% | $119,622-54.0% | $68,486-19.7% |
| Participation rate | 81.9% | 71.9%+10.0pp | 79.3%+2.7pp | 67.9%+14.0pp |
| Annual return | -16.77% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,701 | $2,692-36.8% | $4,232-59.8% | $2,597-34.5% |
| Participant deferral / active EE | $1,759 | $4,148-57.6% | $5,601-68.6% | $4,028-56.3% |
| Admin fee / account holder | $358 | $6,583-94.6% | $10,328-96.5% | $5,404-93.4% |