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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,442 |
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 | $227,328 | $111,491+103.9% | $189,534+19.9% | $86,828+161.8% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.8%+10.9pp | 72.3%+26.4pp |
| Annual return | 19.57% | 83.50%-63.9pp | 555.39%-535.8pp | 97.95%-78.4pp |
| Employer contribution / active EE | $11,623 | $3,951+194.2% | $6,162+88.6% | $2,406+383.1% |
| Participant deferral / active EE | $12,614 | $6,437+96.0% | $8,220+53.4% | $4,132+205.3% |
| Admin fee / account holder | $2 | $189-98.9% | $12,049-100.0% | $170-98.8% |