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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,544 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,117 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,316 | $91,537-52.7% | $130,045-66.7% | $75,173-42.4% |
| Participation rate | 85.4% | 71.5%+13.9pp | 78.5%+6.9pp | 67.2%+18.2pp |
| Annual return | 5.10% | -631.55%+636.6pp | -137.30%+142.4pp | 160.72%-155.6pp |
| Employer contribution / active EE | $1,911 | $2,845-32.8% | $4,321-55.8% | $2,671-28.5% |
| Participant deferral / active EE | $2,425 | $4,343-44.2% | $5,820-58.3% | $4,126-41.2% |
| Admin fee / account holder | $239 | $6,780-96.5% | $10,600-97.7% | $5,651-95.8% |