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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $89,762 |
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $0 |
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 | $96,748 | $82,163+17.8% | $125,363-22.8% | $64,814+49.3% |
| Participation rate | 99.4% | 77.9%+21.5pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | -15.54% | 3.49%-19.0pp | 572.15%-587.7pp | 32.84%-48.4pp |
| Employer contribution / active EE | $5,808 | $3,616+60.6% | $4,815+20.6% | $2,507+131.7% |
| Participant deferral / active EE | $6,903 | $7,175-3.8% | $7,447-7.3% | $4,310+60.1% |
| Admin fee / account holder | $96 | $163-41.0% | $10,005-99.0% | $188-48.7% |