| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $120,024 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $12,600 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $9,035 |
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 | $113,844 | $56,095+102.9% | $178,510-36.2% | $90,274+26.1% |
| Participation rate | 94.8% | 65.6%+29.2pp | 81.9%+12.9pp | 73.4%+21.4pp |
| Annual return | 15.02% | 28.81%-13.8pp | 151.13%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $10,691 | $2,669+300.6% | $5,202+105.5% | $4,231+152.7% |
| Admin fee / account holder | $81 | $101-19.8% | $13,988-99.4% | $114-29.3% |