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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,099 |
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 | $71,054 | $72,770-2.4% | $67,652+5.0% | $55,191+28.7% |
| Participation rate | 98.1% | 78.8%+19.3pp | 75.7%+22.4pp | 69.2%+28.9pp |
| Annual return | 2.80% | -3.26%+6.1pp | 6625.40%-6622.6pp | 10.78%-8.0pp |
| Employer contribution / active EE | $3,644 | $1,769+105.9% | $2,266+60.8% | $1,899+91.9% |
| Participant deferral / active EE | $7,273 | $3,408+113.4% | $3,560+104.3% | $3,046+138.7% |
| Admin fee / account holder | $65 | $79-18.0% | $4,821-98.7% | $91-28.8% |