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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,421 |
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 | $71,273 | $122,063-41.6% | $184,256-61.3% | $74,478-4.3% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 22.42% | 19.92%+2.5pp | 28.85%-6.4pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $8,720 | $4,539+92.1% | $6,427+35.7% | $2,626+232.0% |
| Participant deferral / active EE | $7,067 | $7,144-1.1% | $9,133-22.6% | $4,350+62.5% |
| Admin fee / account holder | $198 | $1,253-84.2% | $13,899-98.6% | $1,946-89.8% |