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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 | $101,591+18.3% | $147,096-18.3% | $74,429+61.4% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 15.21% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $3,897 | $3,813+2.2% | $4,936-21.0% | $2,625+48.5% |
| Participant deferral / active EE | $14,446 | $7,302+97.8% | $8,071+79.0% | $4,348+232.2% |
| Admin fee / account holder | $240 | $1,750-86.3% | $13,005-98.2% | $1,944-87.6% |