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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,680 | $70,917+5.3% | $98,920-24.5% | $73,493+1.6% |
| Participation rate | 89.4% | 73.8%+15.6pp | 76.0%+13.4pp | 70.7%+18.7pp |
| Annual return | 21.20% | 34.18%-13.0pp | 196.47%-175.3pp | 28.51%-7.3pp |
| Employer contribution / active EE | $7,672 | $2,037+276.6% | $2,689+185.3% | $2,270+238.0% |
| Participant deferral / active EE | $5,113 | $3,501+46.1% | $4,245+20.5% | $3,740+36.7% |
| Admin fee / account holder | $4 | $535-99.2% | $6,643-99.9% | $513-99.2% |