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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,900 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,045 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,115 | $120,450+123.4% | $159,495+68.7% | $93,010+189.3% |
| Participation rate | 92.7% | 78.0%+14.7pp | 82.8%+9.9pp | 73.9%+18.8pp |
| Annual return | 17.38% | 27.11%-9.7pp | 263.72%-246.3pp | 158.70%-141.3pp |
| Employer contribution / active EE | $2,785 | $3,526-21.0% | $4,831-42.4% | $2,705+3.0% |
| Participant deferral / active EE | $9,917 | $7,283+36.2% | $7,354+34.9% | $4,561+117.4% |
| Admin fee / account holder | $177 | $137+29.3% | $10,804-98.4% | $152+16.5% |