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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,165 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,958 | $73,638+43.9% | $95,964+10.4% | $73,497+44.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.32% | 16.78%+1.5pp | 91.64%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,227 | $1,863+126.9% | $2,541+66.3% | $2,270+86.2% |
| Participant deferral / active EE | $5,245 | $3,617+45.0% | $4,167+25.9% | $3,740+40.3% |
| Admin fee / account holder | $32 | $482-93.3% | $6,797-99.5% | $513-93.8% |