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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,040 | $50,464-22.6% | $75,781-48.5% | $52,331-25.4% |
| Participation rate | 61.5% | 66.8%-5.2pp | 75.8%-14.3pp | 68.1%-6.6pp |
| Annual return | 2.10% | 1.03%+1.1pp | 9.68%-7.6pp | 4.54%-2.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,342 | $2,570-47.8% | $3,651-63.3% | $3,022-55.6% |
| Admin fee / account holder | $21 | $1,103-98.1% | $5,299-99.6% | $592-96.4% |