| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 04-2647786 | Claims processing; Sub-transfer agenc... | $33,431 |
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 | $57,352 | $106,273-46.0% | $185,876-69.1% | $106,273-46.0% |
| Participation rate | 77.0% | 70.8%+6.2pp | 78.0%-1.1pp | 70.8%+6.2pp |
| Annual return | 14.66% | 21.70%-7.0pp | 35.96%-21.3pp | 21.70%-7.0pp |
| Employer contribution / active EE | $1,664 | $2,722-38.9% | $4,088-59.3% | $2,722-38.9% |
| Participant deferral / active EE | $2,865 | $4,601-37.7% | $5,634-49.2% | $4,601-37.7% |
| Admin fee / account holder | $0 | $78-99.5% | $9,504-100.0% | $78-99.5% |