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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 | $58,234+242.4% | $81,783+143.8% | $80,874+146.6% |
| Participation rate | 93.5% | 63.4%+30.0pp | 72.4%+21.1pp | 67.6%+25.8pp |
| Annual return | 14.32% | 41.70%-27.4pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,271 | $2,341+39.7% | $2,913+12.3% | $2,756+18.7% |
| Participant deferral / active EE | $9,952 | $3,283+203.2% | $4,320+130.3% | $4,297+131.6% |
| Admin fee / account holder | $113 | $4,982-97.7% | $7,380-98.5% | $6,935-98.4% |