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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $33,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,665 | $62,177-45.9% | $81,370-58.6% | $74,478-54.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.36% | 16.62%+1.7pp | 24.85%-6.5pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $3,544 | $1,881+88.4% | $2,464+43.8% | $2,626+35.0% |
| Participant deferral / active EE | $4,389 | $3,219+36.4% | $3,885+13.0% | $4,350+0.9% |
| Admin fee / account holder | $102 | $1,927-94.7% | $5,749-98.2% | $1,946-94.7% |