| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $148,354 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $16,800 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $8,973 |
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 | $123,656 | $67,512+83.2% | $185,854-33.5% | $93,010+32.9% |
| Participation rate | 96.1% | 67.1%+29.0pp | 81.7%+14.4pp | 73.9%+22.2pp |
| Annual return | 16.42% | 21.04%-4.6pp | 122.12%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $11,026 | $3,035+263.2% | $5,569+98.0% | $4,561+141.7% |
| Admin fee / account holder | $84 | $318-73.7% | $16,246-99.5% | $152-44.8% |