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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,124 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,272 | $122,596+111.5% | $184,243+40.7% | $199,921+29.7% |
| Participation rate | 87.2% | 86.9%+0.2pp | 86.8%+0.3pp | 72.0%+15.1pp |
| Annual return | 16.41% | 144.14%-127.7pp | 28.82%-12.4pp | 34.28%-17.9pp |
| Employer contribution / active EE | $14,268 | $4,570+212.2% | $6,427+122.0% | $3,035+370.1% |
| Participant deferral / active EE | $14,375 | $7,972+80.3% | $9,132+57.4% | $5,089+182.5% |
| Admin fee / account holder | $2 | $120-98.4% | $13,914-100.0% | $269-99.3% |