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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 | $62,166-45.8% | $81,286-58.6% | $74,429-54.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.36% | 16.50%+1.9pp | 24.80%-6.4pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $3,544 | $1,881+88.4% | $2,463+43.9% | $2,625+35.0% |
| Participant deferral / active EE | $4,389 | $3,223+36.2% | $3,883+13.0% | $4,348+0.9% |
| Admin fee / account holder | $102 | $1,925-94.7% | $5,764-98.2% | $1,944-94.7% |