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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,331 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 | $59,090 | $75,183-21.4% | $123,894-52.3% | $55,167+7.1% |
| Participation rate | 80.4% | 72.8%+7.5pp | 81.4%-1.0pp | 69.0%+11.4pp |
| Annual return | 8.93% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,733 | $2,823-38.6% | $4,617-62.5% | $1,963-11.7% |
| Participant deferral / active EE | $7,820 | $5,084+53.8% | $5,984+30.7% | $3,054+156.0% |
| Admin fee / account holder | $11 | $663-98.4% | $8,357-99.9% | $504-97.8% |