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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,668 |
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 | $197,504 | $86,897+127.3% | $151,634+30.3% | $64,829+204.7% |
| Participation rate | 98.2% | 87.3%+11.0pp | 87.5%+10.7pp | 71.5%+26.8pp |
| Annual return | -15.64% | -3.57%-12.1pp | 3.32%-19.0pp | 32.85%-48.5pp |
| Employer contribution / active EE | $13,678 | $4,010+241.1% | $6,165+121.9% | $2,507+445.6% |
| Participant deferral / active EE | $15,234 | $6,690+127.7% | $8,363+82.2% | $4,312+253.3% |
| Admin fee / account holder | $2 | $153-98.9% | $11,614-100.0% | $188-99.1% |