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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $12,787 |
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 | $12,031 | $73,848-83.7% | $143,799-91.6% | $68,486-82.4% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -14.99% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $395 | $3,184-87.6% | $4,952-92.0% | $2,597-84.8% |
| Participant deferral / active EE | $2,196 | $3,385-35.1% | $5,638-61.1% | $4,028-45.5% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,677-99.8% | $5,404-99.6% |