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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,561 |
Filed as: CAPFINANCIAL PARTNERS, Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,057 |
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 | $125,229 | $92,076+36.0% | $105,608+18.6% | $77,714+61.1% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 19.42% | 17.84%+1.6pp | 116.50%-97.1pp | 31.26%-11.8pp |
| Employer contribution / active EE | $11,877 | $3,370+252.4% | $3,167+275.0% | $2,727+335.6% |
| Participant deferral / active EE | $17,898 | $5,390+232.1% | $5,010+257.3% | $4,649+285.0% |
| Admin fee / account holder | $231 | $219+5.3% | $11,028-97.9% | $433-46.8% |