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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.7+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $10,692 |
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 | $19,708 | $58,344-66.2% | $98,506-80.0% | $86,821-77.3% |
| Participation rate | 73.8% | 68.4%+5.4pp | 73.3%+0.4pp | 72.3%+1.5pp |
| Annual return | 16.15% | 43.47%-27.3pp | 1494.92%-1478.8pp | 97.94%-81.8pp |
| Employer contribution / active EE | $661 | $2,008-67.1% | $2,961-77.7% | $2,406-72.5% |
| Participant deferral / active EE | $1,539 | $3,156-51.2% | $4,277-64.0% | $4,132-62.8% |
| Admin fee / account holder | $39 | $138-71.5% | $5,955-99.3% | $170-76.9% |