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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 51-0396365 | Direct Payment | $159,929 |
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 | $59,176 | $52,293+13.2% | $178,503-66.8% | $73,412-19.4% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.2pp |
| Annual return | 14.85% | 34.75%-19.9pp | 151.12%-136.3pp | 59.30%-44.4pp |
| Employer contribution / active EE | $2,386 | $1,736+37.5% | $5,011-52.4% | $2,234+6.8% |
| Participant deferral / active EE | $3,986 | $2,333+70.8% | $5,202-23.4% | $3,806+4.7% |
| Admin fee / account holder | $155 | $127+21.3% | $13,987-98.9% | $158-2.1% |