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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 51-0396365 | Direct Payment | $199,102 |
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 | $63,976 | $56,540+13.2% | $185,851-65.6% | $86,821-26.3% |
| Participation rate | 96.0% | 65.5%+30.5pp | 81.7%+14.3pp | 72.3%+23.7pp |
| Annual return | 13.85% | 118.20%-104.4pp | 122.11%-108.3pp | 97.94%-84.1pp |
| Employer contribution / active EE | $2,151 | $1,844+16.6% | $5,168-58.4% | $2,406-10.6% |
| Participant deferral / active EE | $3,753 | $2,555+46.9% | $5,569-32.6% | $4,132-9.2% |
| Admin fee / account holder | $183 | $150+22.3% | $16,245-98.9% | $170+7.9% |