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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,562 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 27 4 CAUFIELD PLACE, SUITE 101 · NEWTOWN, PA 18940 | Advisory (Plan) | $31,939 |
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 | $48,781 | $107,378-54.6% | $108,582-55.1% | $57,658-15.4% |
| Participation rate | 92.7% | 77.1%+15.6pp | 79.6%+13.1pp | 70.2%+22.4pp |
| Annual return | 9.30% | 12.80%-3.5pp | -51.70%+61.0pp | 5.13%+4.2pp |
| Employer contribution / active EE | $670 | $1,782-62.4% | $3,758-82.2% | $1,974-66.0% |
| Participant deferral / active EE | $5,114 | $3,221+58.8% | $4,311+18.6% | $3,061+67.1% |
| Admin fee / account holder | $160 | $108+47.8% | $7,645-97.9% | $95+69.6% |