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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,013 |
Service code 49 · EIN 41-0973005 | Other Services | $13,498 |
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 | $29,932 | $104,479-71.4% | $159,474-81.2% | $79,391-62.3% |
| Participation rate | 99.5% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 55.68% | 67.98%-12.3pp | 263.68%-208.0pp | 116.88%-61.2pp |
| Employer contribution / active EE | $1,776 | $3,417-48.0% | $4,831-63.2% | $2,428-26.8% |
| Participant deferral / active EE | $6,013 | $6,468-7.0% | $7,353-18.2% | $4,046+48.6% |
| Admin fee / account holder | $266 | $711-62.6% | $10,802-97.5% | $627-57.5% |