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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,088 |
GETTRY MARCUS CPA, P.C.3 years Service code 10 · EIN 13-3418879 | Accounting | $33,807 |
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 | $91,306 | $105,190-13.2% | $98,920-7.7% | $90,274+1.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 17.96% | 18.52%-0.6pp | 196.47%-178.5pp | 53.97%-36.0pp |
| Employer contribution / active EE | $7,655 | $3,831+99.8% | $2,689+184.6% | $2,523+203.4% |
| Participant deferral / active EE | $7,389 | $5,616+31.6% | $4,245+74.1% | $4,231+74.7% |
| Admin fee / account holder | $71 | $97-26.9% | $6,643-98.9% | $114-37.6% |