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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-2226056 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,063 | $77,817-13.8% | $123,553-45.7% | $64,173+4.5% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | 1.03% | 12.49%-11.5pp | 119.21%-118.2pp | 7.63%-6.6pp |
| Employer contribution / active EE | $2,291 | $3,014-24.0% | $4,628-50.5% | $2,381-3.8% |
| Participant deferral / active EE | $7,935 | $5,240+51.4% | $6,426+23.5% | $3,470+128.7% |
| Admin fee / account holder | $215 | $5,519-96.1% | $9,284-97.7% | $4,887-95.6% |