Filed May 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$38,589 |
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 | $141,416 | $106,247+33.1% | $147,096-3.9% | $77,714+82.0% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 14.67% | 56.87%-42.2pp | 419.75%-405.1pp | 31.26%-16.6pp |
| Employer contribution / active EE | $5,760 | $4,069+41.5% | $4,936+16.7% | $2,727+111.2% |
| Participant deferral / active EE | $15,153 | $7,996+89.5% | $8,071+87.7% | $4,649+225.9% |
| Admin fee / account holder | -$40 | $338-112.0% | $13,005-100.3% | $433-109.3% |