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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $9,012 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,466 | $86,332-43.9% | $125,180-61.3% | $65,185-25.6% |
| Participation rate | 83.1% | 75.3%+7.8pp | 79.8%+3.3pp | 70.2%+12.9pp |
| Annual return | 20.42% | 27.43%-7.0pp | 43.79%-23.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,318 | $2,040-35.4% | $3,866-65.9% | $2,177-39.4% |
| Participant deferral / active EE | $3,770 | $3,537+6.6% | $4,937-23.6% | $3,514+7.3% |
| Admin fee / account holder | $13 | $609-97.8% | $9,703-99.9% | $847-98.4% |