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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $74 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,957 | $46,966+57.5% | $185,117-60.0% | $69,634+6.2% |
| Participation rate | 93.6% | 65.3%+28.4pp | 77.3%+16.4pp | 70.7%+23.0pp |
| Annual return | 55.93% | 22.36%+33.6pp | 40.50%+15.4pp | 27572.26%-27516.3pp |
| Employer contribution / active EE | $5,522 | $1,360+305.9% | $4,182+32.1% | $2,032+171.7% |
| Participant deferral / active EE | $10,411 | $3,017+245.1% | $5,045+106.4% | $3,224+223.0% |
| Admin fee / account holder | $52 | $94-44.1% | $8,159-99.4% | $110-52.5% |