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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,922 |
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 | $93,518 | $84,784+10.3% | $98,450-5.0% | $74,440+25.6% |
| Participation rate | 99.4% | 81.5%+17.8pp | 75.2%+24.2pp | 70.7%+28.6pp |
| Annual return | 37.28% | 20.59%+16.7pp | 21.16%+16.1pp | 34.37%+2.9pp |
| Employer contribution / active EE | $11,022 | $3,364+227.7% | $3,049+261.5% | $2,638+317.8% |
| Participant deferral / active EE | $16,450 | $5,218+215.2% | $4,739+247.1% | $4,529+263.2% |
| Admin fee / account holder | $148 | $204-27.6% | $8,961-98.3% | $348-57.5% |