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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,585 |
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 | $21,170 | $71,208-70.3% | $93,681-77.4% | $80,911-73.8% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.7pp |
| Annual return | 14.98% | 11.27%+3.7pp | 133.47%-118.5pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,168 | $1,564-25.4% | $2,422-51.8% | $2,756-57.6% |
| Participant deferral / active EE | $5,269 | $4,035+30.6% | $4,415+19.3% | $4,297+22.6% |
| Admin fee / account holder | $36 | $6,951-99.5% | $8,290-99.6% | $6,935-99.5% |