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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,912 | $104,497-62.8% | $159,487-75.6% | $79,389-51.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 53.78% | 67.98%-14.2pp | 263.71%-209.9pp | 116.89%-63.1pp |
| Employer contribution / active EE | $3,104 | $3,418-9.2% | $4,831-35.8% | $2,428+27.8% |
| Participant deferral / active EE | $4,013 | $6,468-38.0% | $7,354-45.4% | $4,046-0.8% |
| Admin fee / account holder | $114 | $711-84.0% | $10,804-98.9% | $626-81.8% |