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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $554 |
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 | $31,615 | $88,122-64.1% | $141,177-77.6% | $67,579-53.2% |
| Participation rate | 83.4% | 76.5%+6.9pp | 82.5%+0.9pp | 71.3%+12.1pp |
| Annual return | 135.59% | 75.40%+60.2pp | 71.40%+64.2pp | 378.56%-243.0pp |
| Employer contribution / active EE | $6,683 | $3,224+107.3% | $4,736+41.1% | $2,148+211.2% |
| Participant deferral / active EE | $13,221 | $5,958+121.9% | $6,710+97.0% | $3,539+273.5% |
| Admin fee / account holder | $3 | $131-98.1% | $10,263-100.0% | $142-98.2% |