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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,528 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $87,500 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,762 | $127,481+81.8% | $149,751+54.8% | $90,274+156.7% |
| Participation rate | 99.2% | 78.2%+21.0pp | 82.5%+16.7pp | 73.4%+25.9pp |
| Annual return | 26.83% | 57.78%-31.0pp | 276.71%-249.9pp | 53.97%-27.1pp |
| Employer contribution / active EE | $2,018 | $3,448-41.5% | $4,646-56.6% | $2,523-20.0% |
| Participant deferral / active EE | $10,142 | $6,975+45.4% | $6,843+48.2% | $4,231+139.7% |
| Admin fee / account holder | $143 | $152-5.7% | $9,312-98.5% | $114+25.4% |