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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,724 | $52,884-36.2% | $84,753-60.2% | $55,167-38.9% |
| Participation rate | 58.5% | 67.5%-9.0pp | 76.6%-18.1pp | 69.0%-10.5pp |
| Annual return | 5.17% | 18.03%-12.9pp | 22.78%-17.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,237 | $2,644-53.2% | $3,712-66.7% | $3,054-59.5% |
| Admin fee / account holder | $20 | $581-96.6% | $5,333-99.6% | $504-96.1% |