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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,590 |
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 | $120,147 | $101,499+18.4% | $147,005-18.3% | $74,546+61.2% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 15.21% | 8732.34%-8717.1pp | 418.76%-403.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $3,897 | $3,811+2.3% | $4,934-21.0% | $2,624+48.5% |
| Participant deferral / active EE | $14,446 | $7,304+97.8% | $8,070+79.0% | $4,347+232.3% |
| Admin fee / account holder | $240 | $1,748-86.3% | $13,006-98.2% | $1,944-87.6% |