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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,602 | $43,423+30.3% | $78,676-28.1% | $55,167+2.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.82% | 11.53%-4.7pp | 62.19%-55.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $6,166 | $1,997+208.8% | $2,850+116.3% | $1,963+214.2% |
| Participant deferral / active EE | $5,924 | $2,509+136.1% | $3,517+68.5% | $3,054+94.0% |
| Admin fee / account holder | $16 | $416-96.1% | $4,510-99.6% | $504-96.8% |