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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $48,659 |
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 | $117,428 | $72,303+62.4% | $86,698+35.4% | $64,824+81.1% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -14.22% | 392.77%-407.0pp | 35.96%-50.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $4,103 | $2,393+71.5% | $2,837+44.6% | $2,507+63.7% |
| Participant deferral / active EE | $9,039 | $4,660+94.0% | $4,656+94.1% | $4,311+109.7% |
| Admin fee / account holder | $61 | $174-65.1% | $7,492-99.2% | $188-67.6% |