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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,272 |
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 | $90,331 | $128,603-29.8% | $197,124-54.2% | $67,986+32.9% |
| Participation rate | 99.5% | 81.7%+17.9pp | 86.7%+12.8pp | 57.2%+42.3pp |
| Annual return | 20.11% | 23.77%-3.7pp | 44.34%-24.2pp | 31.67%-11.6pp |
| Employer contribution / active EE | $9,016 | $4,379+105.9% | $6,227+44.8% | $2,019+346.6% |
| Participant deferral / active EE | $7,689 | $6,840+12.4% | $9,135-15.8% | $3,358+129.0% |
| Admin fee / account holder | $227 | $3,035-92.5% | $16,298-98.6% | $3,203-92.9% |