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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,136 |
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 | $199,401 | $58,275+242.2% | $81,844+143.6% | $80,935+146.4% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.4%+21.1pp | 67.7%+25.8pp |
| Annual return | 14.32% | 41.82%-27.5pp | 778.87%-764.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,271 | $2,346+39.4% | $2,916+12.1% | $2,757+18.6% |
| Participant deferral / active EE | $9,952 | $3,285+202.9% | $4,323+130.2% | $4,299+131.5% |
| Admin fee / account holder | $113 | $4,749-97.6% | $7,355-98.5% | $6,924-98.4% |