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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,977 |
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 | $165,583 | $65,582+152.5% | $64,097+158.3% | $71,529+131.5% |
| Participation rate | 97.9% | 73.2%+24.7pp | 72.3%+25.6pp | 67.9%+30.0pp |
| Annual return | 18.32% | 18.96%-0.6pp | 33.75%-15.4pp | 28.97%-10.7pp |
| Employer contribution / active EE | $7,233 | $2,671+170.8% | $2,750+163.0% | $2,590+179.3% |
| Participant deferral / active EE | $10,801 | $3,628+197.7% | $3,881+178.3% | $4,291+151.7% |
| Admin fee / account holder | $133 | $616-78.4% | $3,070-95.7% | $1,588-91.6% |