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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,537 |
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 | $216,977 | $112,711+92.5% | $170,055+27.6% | $80,187+170.6% |
| Participation rate | 97.7% | 87.4%+10.3pp | 87.0%+10.7pp | 72.9%+24.8pp |
| Annual return | 19.92% | 67.06%-47.1pp | 53.43%-33.5pp | 40.40%-20.5pp |
| Employer contribution / active EE | $11,501 | $4,488+156.3% | $6,790+69.4% | $2,980+286.0% |
| Participant deferral / active EE | $13,559 | $7,861+72.5% | $10,410+30.2% | $5,016+170.3% |
| Admin fee / account holder | $2 | $99-98.5% | $12,828-100.0% | $145-99.0% |