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| Provider | Service type | Compensation |
|---|---|---|
N.A. FALCONE & ASSOCIATES, INC.7+ years Service code 13 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX STE 107 · TREVOSE, PA 19053 | Contract Administrator | $11,852 |
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 | $63,313 | $77,677-18.5% | $109,173-42.0% | $79,391-20.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.86% | 23.44%-6.6pp | 25.75%-8.9pp | 116.88%-100.0pp |
| Employer contribution / active EE | $3,827 | $2,798+36.8% | $3,723+2.8% | $2,428+57.6% |
| Participant deferral / active EE | $4,202 | $3,517+19.5% | $4,654-9.7% | $4,046+3.9% |
| Admin fee / account holder | $77 | $732-89.5% | $6,755-98.9% | $627-87.7% |