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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 82-1371994 | Other Services | $16,303 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,900 | $95,415+387.2% | $185,851+150.1% | $85,851+441.5% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 13.47% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.2pp |
| Employer contribution / active EE | $26,039 | $3,314+685.7% | $5,168+403.8% | $2,565+915.0% |
| Participant deferral / active EE | $12,860 | $3,424+275.6% | $5,569+130.9% | $3,952+225.4% |
| Admin fee / account holder | $29 | $7,215-99.6% | $16,245-99.8% | $6,261-99.5% |